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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 | $10,521 | $76,551-86.3% | $123,894-91.5% | $62,881-83.3% |
| Participation rate | 57.1% | 73.0%-15.8pp | 81.4%-24.3pp | 69.3%-12.2pp |
| Annual return | 6.88% | 18.68%-11.8pp | 47.52%-40.6pp | 20.14%-13.3pp |
| Employer contribution / active EE | $671 | $2,882-76.7% | $4,617-85.5% | $2,281-70.6% |
| Participant deferral / active EE | $903 | $4,840-81.3% | $5,984-84.9% | $3,203-71.8% |
| Admin fee / account holder | $857 | $4,826-82.2% | $8,357-89.7% | $4,296-80.0% |