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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 | $14,032 | $72,486-80.6% | $87,103-83.9% | $72,976-80.8% |
| Participation rate | 67.9% | 72.8%-5.0pp | 76.9%-9.0pp | 69.5%-1.6pp |
| Annual return | 21.12% | 24.46%-3.3pp | 28.19%-7.1pp | 81.02%-59.9pp |
| Employer contribution / active EE | $978 | $1,894-48.4% | $2,521-61.2% | $2,440-59.9% |
| Participant deferral / active EE | $1,392 | $3,270-57.4% | $4,049-65.6% | $3,608-61.4% |
| Admin fee / account holder | $471 | $5,055-90.7% | $7,491-93.7% | $5,124-90.8% |