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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 | $10,802 | $78,015-86.2% | $178,505-93.9% | $80,959-86.7% |
| Participation rate | 20.7% | 65.7%-45.0pp | 77.1%-56.4pp | 67.7%-47.0pp |
| Annual return | 11.38% | 18.10%-6.7pp | 27.16%-15.8pp | 35.67%-24.3pp |
| Employer contribution / active EE | $543 | $2,281-76.2% | $3,955-86.3% | $2,757-80.3% |
| Participant deferral / active EE | $543 | $4,406-87.7% | $6,280-91.4% | $4,300-87.4% |
| Admin fee / account holder | $688 | $7,160-90.4% | $10,428-93.4% | $6,925-90.1% |