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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 | $8,774 | $97,550-91.0% | $120,344-92.7% | $87,485-90.0% |
| Participation rate | 68.1% | 72.8%-4.7pp | 76.7%-8.6pp | 68.9%-0.8pp |
| Annual return | 16.41% | 18.41%-2.0pp | 20.30%-3.9pp | 26.06%-9.7pp |
| Employer contribution / active EE | $822 | $2,291-64.1% | $3,020-72.8% | $2,596-68.3% |
| Participant deferral / active EE | $1,201 | $4,230-71.6% | $5,135-76.6% | $4,274-71.9% |
| Admin fee / account holder | $651 | $9,543-93.2% | $12,742-94.9% | $7,775-91.6% |