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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 | $10,248 | $78,015-86.9% | $178,505-94.3% | $80,959-87.3% |
| Participation rate | 48.3% | 65.7%-17.4pp | 77.1%-28.8pp | 67.7%-19.4pp |
| Annual return | 10.93% | 18.10%-7.2pp | 27.16%-16.2pp | 35.67%-24.7pp |
| Employer contribution / active EE | $645 | $2,281-71.7% | $3,955-83.7% | $2,757-76.6% |
| Participant deferral / active EE | $1,141 | $4,406-74.1% | $6,280-81.8% | $4,300-73.5% |
| Admin fee / account holder | $2,277 | $7,160-68.2% | $10,428-78.2% | $6,925-67.1% |