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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 | $9,029 | $67,602-86.6% | $82,312-89.0% | $70,126-87.1% |
| Participation rate | 36.2% | 72.8%-36.6pp | 76.9%-40.7pp | 69.5%-33.3pp |
| Annual return | 14.50% | 21.57%-7.1pp | 25.88%-11.4pp | 73.15%-58.7pp |
| Employer contribution / active EE | $727 | $1,755-58.6% | $2,428-70.0% | $2,343-68.9% |
| Participant deferral / active EE | $1,288 | $2,987-56.9% | $3,706-65.2% | $3,332-61.3% |
| Admin fee / account holder | $380 | $4,512-91.6% | $5,608-93.2% | $4,645-91.8% |