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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 | $15,433 | $153,769-90.0% | $133,975-88.5% | $273,972-94.4% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.1%-20.4pp | 83.0%-16.3pp |
| Annual return | 37.05% | 36.51%+0.5pp | 29.29%+7.8pp | 41.46%-4.4pp |
| Employer contribution / active EE | $1,438 | $6,029-76.2% | $5,211-72.4% | $4,869-70.5% |
| Participant deferral / active EE | $2,201 | $6,958-68.4% | $6,282-65.0% | $5,287-58.4% |
| Admin fee / account holder | $559 | $11,765-95.3% | $9,324-94.0% | $10,133-94.5% |