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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 | $12,050 | $93,064-87.1% | $74,577-83.8% | $273,972-95.6% |
| Participation rate | 35.7% | 74.9%-39.2pp | 68.1%-32.4pp | 83.0%-47.3pp |
| Annual return | 3.66% | 26.18%-22.5pp | 20.47%-16.8pp | 41.46%-37.8pp |
| Employer contribution / active EE | $307 | $3,160-90.3% | $2,525-87.8% | $4,869-93.7% |
| Participant deferral / active EE | $351 | $4,160-91.6% | $3,458-89.9% | $5,287-93.4% |
| Admin fee / account holder | $9,970 | $5,273+89.1% | $4,138+140.9% | $10,133-1.6% |