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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 | $11,959 | $69,977-82.9% | $108,582-89.0% | $62,881-81.0% |
| Participation rate | 34.1% | 72.9%-38.7pp | 79.6%-45.4pp | 69.3%-35.2pp |
| Annual return | 8.64% | 10.73%-2.1pp | -51.70%+60.3pp | 20.14%-11.5pp |
| Employer contribution / active EE | $559 | $2,135-73.8% | $3,758-85.1% | $2,281-75.5% |
| Participant deferral / active EE | $662 | $3,165-79.1% | $4,311-84.6% | $3,203-79.3% |
| Admin fee / account holder | $4,469 | $5,076-12.0% | $7,645-41.5% | $4,296+4.0% |