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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 | $9,529 | $99,345-90.4% | $84,753-88.8% | $273,972-96.5% |
| Participation rate | 57.1% | 80.7%-23.6pp | 76.6%-19.5pp | 83.0%-25.9pp |
| Annual return | 8.55% | 22.93%-14.4pp | 22.78%-14.2pp | 41.46%-32.9pp |
| Employer contribution / active EE | $762 | $4,214-81.9% | $3,574-78.7% | $4,869-84.3% |
| Participant deferral / active EE | $931 | $4,270-78.2% | $3,712-74.9% | $5,287-82.4% |
| Admin fee / account holder | $1,779 | $6,645-73.2% | $5,333-66.6% | $10,133-82.4% |