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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 | $9,341 | $77,962-88.0% | $178,540-94.8% | $80,935-88.5% |
| Participation rate | 54.8% | 65.7%-10.9pp | 77.1%-22.3pp | 67.7%-12.9pp |
| Annual return | 18.19% | 18.10%+0.1pp | 27.15%-9.0pp | 35.66%-17.5pp |
| Employer contribution / active EE | $616 | $2,280-73.0% | $3,953-84.4% | $2,757-77.7% |
| Participant deferral / active EE | $859 | $4,404-80.5% | $6,281-86.3% | $4,299-80.0% |
| Admin fee / account holder | $598 | $7,156-91.6% | $10,424-94.3% | $6,924-91.4% |