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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 | $10,570 | $74,535-85.8% | $100,712-89.5% | $82,637-87.2% |
| Participation rate | 36.0% | 61.2%-25.2pp | 69.3%-33.3pp | 68.1%-32.1pp |
| Annual return | 12.83% | 18.92%-6.1pp | 33.27%-20.4pp | 53.51%-40.7pp |
| Employer contribution / active EE | $350 | $1,503-76.7% | $2,313-84.9% | $2,552-86.3% |
| Participant deferral / active EE | $784 | $3,074-74.5% | $4,085-80.8% | $4,126-81.0% |
| Admin fee / account holder | $7,949 | $6,576+20.9% | $9,256-14.1% | $7,339+8.3% |