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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 | $9,863 | $73,787-86.6% | $98,716-90.0% | $82,448-88.0% |
| Participation rate | 43.6% | 61.4%-17.8pp | 69.3%-25.7pp | 68.1%-24.5pp |
| Annual return | 20.62% | 18.57%+2.1pp | 31.81%-11.2pp | 41.64%-21.0pp |
| Employer contribution / active EE | $552 | $1,511-63.5% | $2,279-75.8% | $2,551-78.4% |
| Participant deferral / active EE | $703 | $3,081-77.2% | $4,048-82.6% | $4,139-83.0% |
| Admin fee / account holder | $1,383 | $6,500-78.7% | $8,703-84.1% | $7,234-80.9% |