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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 | $9,144 | $60,349-84.8% | $74,184-87.7% | $62,881-85.5% |
| Participation rate | 31.0% | 72.7%-41.7pp | 76.6%-45.6pp | 69.3%-38.3pp |
| Annual return | 6.44% | 21.38%-14.9pp | 17.74%-11.3pp | 20.14%-13.7pp |
| Employer contribution / active EE | $475 | $1,680-71.7% | $2,370-79.9% | $2,281-79.2% |
| Participant deferral / active EE | $1,177 | $2,856-58.8% | $3,550-66.9% | $3,203-63.3% |
| Admin fee / account holder | $894 | $4,261-79.0% | $5,586-84.0% | $4,296-79.2% |