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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 | $11,598 | $48,078-75.9% | $78,676-85.3% | $62,881-81.6% |
| Participation rate | 40.0% | 65.2%-25.2pp | 73.6%-33.6pp | 69.3%-29.3pp |
| Annual return | 6.52% | 31.36%-24.8pp | 62.19%-55.7pp | 20.14%-13.6pp |
| Employer contribution / active EE | $399 | $2,015-80.2% | $2,850-86.0% | $2,281-82.5% |
| Participant deferral / active EE | $533 | $2,587-79.4% | $3,517-84.8% | $3,203-83.4% |
| Admin fee / account holder | $897 | $3,206-72.0% | $4,510-80.1% | $4,296-79.1% |