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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 | $9,918 | $65,364-84.8% | $92,909-89.3% | $72,975-86.4% |
| Participation rate | 68.1% | 68.3%-0.2pp | 76.0%-7.9pp | 69.5%-1.4pp |
| Annual return | 22.12% | 42.11%-20.0pp | 109.44%-87.3pp | 81.01%-58.9pp |
| Employer contribution / active EE | $1,165 | $2,594-55.1% | $3,653-68.1% | $2,440-52.3% |
| Participant deferral / active EE | $705 | $3,128-77.5% | $4,238-83.4% | $3,608-80.5% |
| Admin fee / account holder | $1,237 | $4,251-70.9% | $5,795-78.7% | $5,124-75.9% |