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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 | $10,020 | $45,041-77.8% | $63,003-84.1% | $70,131-85.7% |
| Participation rate | 56.0% | 69.5%-13.5pp | 74.8%-18.8pp | 69.5%-13.5pp |
| Annual return | 17.90% | 18.76%-0.9pp | 87.59%-69.7pp | 73.14%-55.2pp |
| Employer contribution / active EE | $374 | $2,052-81.8% | $2,760-86.5% | $2,342-84.0% |
| Participant deferral / active EE | $413 | $2,465-83.2% | $3,329-87.6% | $3,332-87.6% |
| Admin fee / account holder | $699 | $2,836-75.3% | $3,600-80.6% | $4,645-84.9% |