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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 | $9,620 | $54,541-82.4% | $78,778-87.8% | $70,126-86.3% |
| Participation rate | 43.8% | 60.8%-17.0pp | 69.2%-25.4pp | 69.5%-25.7pp |
| Annual return | 14.37% | 21.07%-6.7pp | 35.62%-21.3pp | 73.15%-58.8pp |
| Employer contribution / active EE | $338 | $1,089-69.0% | $1,986-83.0% | $2,343-85.6% |
| Participant deferral / active EE | $914 | $2,210-58.7% | $2,958-69.1% | $3,332-72.6% |
| Admin fee / account holder | $1,805 | $3,709-51.3% | $5,134-64.8% | $4,645-61.2% |