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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 | $10,911 | $69,383-84.3% | $101,264-89.2% | $73,493-85.2% |
| Participation rate | 35.7% | 68.4%-32.7pp | 75.8%-40.1pp | 70.7%-35.0pp |
| Annual return | 20.72% | 18.46%+2.3pp | 46.48%-25.8pp | 28.51%-7.8pp |
| Employer contribution / active EE | $843 | $2,628-67.9% | $3,660-77.0% | $2,270-62.8% |
| Participant deferral / active EE | $1,146 | $3,301-65.3% | $4,370-73.8% | $3,740-69.4% |
| Admin fee / account holder | $2,039 | $704+189.7% | $5,947-65.7% | $513+297.4% |