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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 | $84,953-88.3% | $163,379-93.9% | $82,637-88.0% |
| Participation rate | 46.4% | 65.9%-19.5pp | 76.8%-30.4pp | 68.1%-21.6pp |
| Annual return | 13.34% | 23.07%-9.7pp | 63.41%-50.1pp | 53.51%-40.2pp |
| Employer contribution / active EE | $491 | $2,183-77.5% | $3,752-86.9% | $2,552-80.8% |
| Participant deferral / active EE | $1,184 | $4,326-72.6% | $6,282-81.1% | $4,126-71.3% |
| Admin fee / account holder | $1,394 | $7,921-82.4% | $9,818-85.8% | $7,339-81.0% |