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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 | $13,921 | $56,894-75.5% | $84,753-83.6% | $62,881-77.9% |
| Participation rate | 65.3% | 68.5%-3.2pp | 76.6%-11.3pp | 69.3%-4.0pp |
| Annual return | 5.53% | 6.30%-0.8pp | 22.78%-17.2pp | 20.14%-14.6pp |
| Employer contribution / active EE | $1,725 | $2,400-28.1% | $3,574-51.7% | $2,281-24.4% |
| Participant deferral / active EE | $1,033 | $2,709-61.9% | $3,712-72.2% | $3,203-67.7% |
| Admin fee / account holder | $1,894 | $3,581-47.1% | $5,333-64.5% | $4,296-55.9% |