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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 | $9,386 | $76,551-87.7% | $123,894-92.4% | $62,881-85.1% |
| Participation rate | 65.5% | 73.0%-7.5pp | 81.4%-15.9pp | 69.3%-3.8pp |
| Annual return | 13.22% | 18.68%-5.5pp | 47.52%-34.3pp | 20.14%-6.9pp |
| Employer contribution / active EE | $787 | $2,882-72.7% | $4,617-82.9% | $2,281-65.5% |
| Participant deferral / active EE | $1,961 | $4,840-59.5% | $5,984-67.2% | $3,203-38.8% |
| Admin fee / account holder | $377 | $4,826-92.2% | $8,357-95.5% | $4,296-91.2% |