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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,408 | $100,194-84.6% | $122,979-87.5% | $86,983-82.3% |
| Participation rate | 60.5% | 73.0%-12.4pp | 77.2%-16.7pp | 69.5%-9.0pp |
| Annual return | 19.26% | 16.47%+2.8pp | 20.12%-0.9pp | 25.83%-6.6pp |
| Employer contribution / active EE | $864 | $2,326-62.9% | $3,062-71.8% | $2,584-66.6% |
| Participant deferral / active EE | $994 | $4,133-76.0% | $5,003-80.1% | $4,194-76.3% |
| Admin fee / account holder | $698 | $10,148-93.1% | $12,864-94.6% | $7,856-91.1% |