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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 | $20,530 | $95,453-78.5% | $112,040-81.7% | $82,448-75.1% |
| Participation rate | 69.1% | 72.8%-3.7pp | 76.5%-7.4pp | 68.1%+1.0pp |
| Annual return | 14.95% | 23.92%-9.0pp | 24.52%-9.6pp | 41.64%-26.7pp |
| Employer contribution / active EE | $966 | $2,318-58.3% | $2,954-67.3% | $2,551-62.2% |
| Participant deferral / active EE | $1,200 | $4,224-71.6% | $5,098-76.5% | $4,139-71.0% |
| Admin fee / account holder | $3,126 | $9,013-65.3% | $12,098-74.2% | $7,234-56.8% |