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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 | $8,395 | $67,602-87.6% | $82,312-89.8% | $70,126-88.0% |
| Participation rate | 37.2% | 72.8%-35.6pp | 76.9%-39.7pp | 69.5%-32.3pp |
| Annual return | 26.72% | 21.57%+5.2pp | 25.88%+0.8pp | 73.15%-46.4pp |
| Employer contribution / active EE | $736 | $1,755-58.1% | $2,428-69.7% | $2,343-68.6% |
| Participant deferral / active EE | $1,139 | $2,987-61.9% | $3,706-69.3% | $3,332-65.8% |
| Admin fee / account holder | $1,025 | $4,512-77.3% | $5,608-81.7% | $4,645-77.9% |