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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 | $12,440 | $72,027-82.7% | $185,835-93.3% | $79,852-84.4% |
| Participation rate | 67.4% | 65.8%+1.7pp | 78.0%-10.6pp | 69.6%-2.2pp |
| Annual return | 19.43% | 23.13%-3.7pp | 35.96%-16.5pp | 31.72%-12.3pp |
| Employer contribution / active EE | $416 | $1,965-78.8% | $4,087-89.8% | $2,471-83.1% |
| Participant deferral / active EE | $831 | $3,780-78.0% | $5,633-85.2% | $3,740-77.8% |
| Admin fee / account holder | $667 | $4,513-85.2% | $9,502-93.0% | $5,306-87.4% |