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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 | $10,587 | $69,977-84.9% | $108,582-90.3% | $62,881-83.2% |
| Participation rate | 31.3% | 72.9%-41.6pp | 79.6%-48.3pp | 69.3%-38.1pp |
| Annual return | 10.16% | 10.73%-0.6pp | -51.70%+61.9pp | 20.14%-10.0pp |
| Employer contribution / active EE | $722 | $2,135-66.2% | $3,758-80.8% | $2,281-68.4% |
| Participant deferral / active EE | $956 | $3,165-69.8% | $4,311-77.8% | $3,203-70.1% |
| Admin fee / account holder | $366 | $5,076-92.8% | $7,645-95.2% | $4,296-91.5% |