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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 | $9,448 | $87,132-89.2% | $105,624-91.1% | $80,959-88.3% |
| Participation rate | 37.1% | 70.4%-33.3pp | 75.3%-38.1pp | 67.7%-30.5pp |
| Annual return | 14.49% | 17.03%-2.5pp | 116.20%-101.7pp | 35.67%-21.2pp |
| Employer contribution / active EE | $718 | $2,397-70.0% | $3,168-77.3% | $2,757-73.9% |
| Participant deferral / active EE | $1,204 | $3,985-69.8% | $5,013-76.0% | $4,300-72.0% |
| Admin fee / account holder | $564 | $8,449-93.3% | $10,961-94.9% | $6,925-91.9% |