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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 | $109,782-90.9% | $260,467-96.2% | $94,015-89.4% |
| Participation rate | 46.4% | 67.2%-20.8pp | 80.5%-34.0pp | 70.8%-24.4pp |
| Annual return | 13.34% | 18.60%-5.3pp | 100.60%-87.3pp | 17.84%-4.5pp |
| Employer contribution / active EE | $491 | $2,147-77.1% | $4,239-88.4% | $2,790-82.4% |
| Participant deferral / active EE | $1,184 | $4,044-70.7% | $6,319-81.3% | $4,249-72.1% |
| Admin fee / account holder | $1,394 | $11,958-88.3% | $15,461-91.0% | $8,951-84.4% |