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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 | $14,663 | $72,273-79.7% | $101,275-85.5% | $79,856-81.6% |
| Participation rate | 58.9% | 68.5%-9.5pp | 75.8%-16.9pp | 69.6%-10.7pp |
| Annual return | 27.70% | 22.30%+5.4pp | 46.48%-18.8pp | 31.71%-4.0pp |
| Employer contribution / active EE | $3,393 | $2,691+26.1% | $3,660-7.3% | $2,471+37.3% |
| Participant deferral / active EE | $885 | $3,282-73.0% | $4,371-79.7% | $3,741-76.3% |
| Admin fee / account holder | $1,197 | $4,401-72.8% | $5,948-79.9% | $5,306-77.5% |