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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 | $10,289 | $48,364-78.7% | $71,796-85.7% | $62,881-83.6% |
| Participation rate | 66.0% | 60.6%+5.3pp | 69.1%-3.2pp | 69.3%-3.3pp |
| Annual return | 11.86% | 13.16%-1.3pp | 78.04%-66.2pp | 20.14%-8.3pp |
| Employer contribution / active EE | $633 | $1,042-39.3% | $1,924-67.1% | $2,281-72.3% |
| Participant deferral / active EE | $903 | $2,091-56.8% | $2,794-67.7% | $3,203-71.8% |
| Admin fee / account holder | $482 | $3,771-87.2% | $4,815-90.0% | $4,296-88.8% |