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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 | $9,980 | $58,523-82.9% | $99,479-90.0% | $72,976-86.3% |
| Participation rate | 53.5% | 64.6%-11.1pp | 73.8%-20.3pp | 69.5%-16.0pp |
| Annual return | 20.24% | 28.51%-8.3pp | 30.72%-10.5pp | 81.02%-60.8pp |
| Employer contribution / active EE | $678 | $1,512-55.1% | $2,540-73.3% | $2,440-72.2% |
| Participant deferral / active EE | $942 | $2,606-63.9% | $3,619-74.0% | $3,608-73.9% |
| Admin fee / account holder | $501 | $4,102-87.8% | $6,253-92.0% | $5,124-90.2% |