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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 | $10,275 | $41,377-75.2% | $109,313-90.6% | $62,881-83.7% |
| Participation rate | 34.5% | 57.5%-23.0pp | 71.3%-36.7pp | 69.3%-34.8pp |
| Annual return | 5.79% | 11.05%-5.3pp | 22.07%-16.3pp | 20.14%-14.4pp |
| Employer contribution / active EE | $560 | $1,276-56.1% | $3,892-85.6% | $2,281-75.5% |
| Participant deferral / active EE | $720 | $2,045-64.8% | $3,166-77.2% | $3,203-77.5% |
| Admin fee / account holder | $3,033 | $2,884+5.2% | $5,666-46.5% | $4,296-29.4% |