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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 | $9,957 | $49,177-79.8% | $79,467-87.5% | $64,173-84.5% |
| Participation rate | 67.1% | 65.0%+2.1pp | 73.3%-6.3pp | 69.6%-2.5pp |
| Annual return | 8.92% | -1.16%+10.1pp | 718.30%-709.4pp | 7.63%+1.3pp |
| Employer contribution / active EE | $535 | $2,076-74.3% | $2,800-80.9% | $2,381-77.5% |
| Participant deferral / active EE | $491 | $2,821-82.6% | $3,704-86.7% | $3,470-85.8% |
| Admin fee / account holder | $439 | $3,839-88.6% | $5,104-91.4% | $4,887-91.0% |