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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 | $18,509 | $65,027-71.5% | $90,970-79.7% | $79,852-76.8% |
| Participation rate | 68.2% | 61.6%+6.6pp | 69.0%-0.8pp | 69.6%-1.5pp |
| Annual return | 17.05% | 30.45%-13.4pp | 134.58%-117.5pp | 31.72%-14.7pp |
| Employer contribution / active EE | $743 | $1,247-40.5% | $2,122-65.0% | $2,471-70.0% |
| Participant deferral / active EE | $937 | $2,512-62.7% | $3,373-72.2% | $3,740-74.9% |
| Admin fee / account holder | $1,620 | $4,535-64.3% | $5,960-72.8% | $5,306-69.5% |