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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 | $12,326 | $49,249-75.0% | $70,476-82.5% | $79,852-84.6% |
| Participation rate | 64.7% | 69.2%-4.5pp | 75.1%-10.4pp | 69.6%-4.9pp |
| Annual return | 9.85% | 30.09%-20.2pp | 109.12%-99.3pp | 31.72%-21.9pp |
| Employer contribution / active EE | $400 | $2,100-80.9% | $2,738-85.4% | $2,471-83.8% |
| Participant deferral / active EE | $572 | $2,769-79.4% | $3,710-84.6% | $3,740-84.7% |
| Admin fee / account holder | $4,694 | $2,878+63.1% | $3,847+22.0% | $5,306-11.5% |