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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 | $23,274 | $110,137-78.9% | $161,149-85.6% | $82,637-71.8% |
| Participation rate | 68.7% | 72.4%-3.7pp | 78.8%-10.2pp | 68.1%+0.6pp |
| Annual return | 12.78% | 20.69%-7.9pp | 21.16%-8.4pp | 53.51%-40.7pp |
| Employer contribution / active EE | $1,023 | $2,856-64.2% | $4,360-76.5% | $2,552-59.9% |
| Participant deferral / active EE | $1,686 | $4,575-63.1% | $6,153-72.6% | $4,126-59.1% |
| Admin fee / account holder | $4,818 | $9,467-49.1% | $15,194-68.3% | $7,339-34.4% |