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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 | $9,948 | $90,400-89.0% | $186,193-94.7% | $87,485-88.6% |
| Participation rate | 46.4% | 66.2%-19.8pp | 77.1%-30.7pp | 68.9%-22.5pp |
| Annual return | 13.34% | 22.15%-8.8pp | 78.03%-64.7pp | 26.06%-12.7pp |
| Employer contribution / active EE | $491 | $2,170-77.4% | $3,918-87.5% | $2,596-81.1% |
| Participant deferral / active EE | $1,184 | $4,330-72.6% | $6,513-81.8% | $4,274-72.3% |
| Admin fee / account holder | $1,394 | $8,673-83.9% | $11,058-87.4% | $7,775-82.1% |