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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 | $97,550-84.2% | $120,344-87.2% | $87,485-82.4% |
| Participation rate | 60.5% | 72.8%-12.3pp | 76.7%-16.2pp | 68.9%-8.4pp |
| Annual return | 19.26% | 18.41%+0.8pp | 20.30%-1.0pp | 26.06%-6.8pp |
| Employer contribution / active EE | $864 | $2,291-62.3% | $3,020-71.4% | $2,596-66.7% |
| Participant deferral / active EE | $994 | $4,230-76.5% | $5,135-80.7% | $4,274-76.8% |
| Admin fee / account holder | $698 | $9,543-92.7% | $12,742-94.5% | $7,775-91.0% |