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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 | $8,430 | $97,550-91.4% | $120,344-93.0% | $87,485-90.4% |
| Participation rate | 65.4% | 72.8%-7.4pp | 76.7%-11.3pp | 68.9%-3.5pp |
| Annual return | 18.47% | 18.41%+0.1pp | 20.30%-1.8pp | 26.06%-7.6pp |
| Employer contribution / active EE | $1,208 | $2,291-47.3% | $3,020-60.0% | $2,596-53.5% |
| Participant deferral / active EE | $1,279 | $4,230-69.8% | $5,135-75.1% | $4,274-70.1% |
| Admin fee / account holder | $1,245 | $9,543-87.0% | $12,742-90.2% | $7,775-84.0% |