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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 | $10,352 | $78,015-86.7% | $178,505-94.2% | $80,959-87.2% |
| Participation rate | 69.4% | 65.7%+3.8pp | 77.1%-7.7pp | 67.7%+1.8pp |
| Annual return | 13.28% | 18.10%-4.8pp | 27.16%-13.9pp | 35.67%-22.4pp |
| Employer contribution / active EE | $801 | $2,281-64.9% | $3,955-79.7% | $2,757-70.9% |
| Participant deferral / active EE | $1,277 | $4,406-71.0% | $6,280-79.7% | $4,300-70.3% |
| Admin fee / account holder | $1,773 | $7,160-75.2% | $10,428-83.0% | $6,925-74.4% |