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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 | $11,581 | $93,598-87.6% | $135,974-91.5% | $75,173-84.6% |
| Participation rate | 50.0% | 75.2%-25.2pp | 81.9%-31.9pp | 67.2%-17.2pp |
| Annual return | 23.24% | 30.89%-7.6pp | 68.30%-45.1pp | 160.72%-137.5pp |
| Employer contribution / active EE | $1,958 | $3,538-44.7% | $4,859-59.7% | $2,671-26.7% |
| Participant deferral / active EE | $2,453 | $6,405-61.7% | $7,760-68.4% | $4,126-40.6% |
| Admin fee / account holder | $6,057 | $6,978-13.2% | $10,767-43.7% | $5,651+7.2% |