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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 | $10,848 | $72,492-85.0% | $87,104-87.5% | $72,975-85.1% |
| Participation rate | 46.8% | 72.8%-26.0pp | 76.9%-30.1pp | 69.5%-22.7pp |
| Annual return | 24.11% | 24.46%-0.3pp | 28.19%-4.1pp | 81.01%-56.9pp |
| Employer contribution / active EE | $605 | $1,894-68.1% | $2,521-76.0% | $2,440-75.2% |
| Participant deferral / active EE | $983 | $3,270-69.9% | $4,048-75.7% | $3,608-72.7% |
| Admin fee / account holder | $532 | $5,055-89.5% | $7,491-92.9% | $5,124-89.6% |