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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 | $9,860 | $106,749-90.8% | $145,433-93.2% | $82,448-88.0% |
| Participation rate | 66.0% | 75.6%-9.7pp | 82.1%-16.2pp | 68.1%-2.1pp |
| Annual return | 16.81% | 27.59%-10.8pp | 66.58%-49.8pp | 41.64%-24.8pp |
| Employer contribution / active EE | $908 | $3,444-73.6% | $4,554-80.1% | $2,551-64.4% |
| Participant deferral / active EE | $2,188 | $6,519-66.4% | $7,897-72.3% | $4,139-47.1% |
| Admin fee / account holder | $762 | $8,390-90.9% | $13,129-94.2% | $7,234-89.5% |