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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 | $9,132 | $79,867-88.6% | $120,344-92.4% | $64,340-85.8% |
| Participation rate | 33.2% | 63.0%-29.8pp | 76.7%-43.5pp | 55.2%-22.1pp |
| Annual return | 17.90% | 21.10%-3.2pp | 20.30%-2.4pp | 24.14%-6.2pp |
| Employer contribution / active EE | $655 | $1,925-66.0% | $3,020-78.3% | $1,862-64.8% |
| Participant deferral / active EE | $977 | $3,593-72.8% | $5,135-81.0% | $2,980-67.2% |
| Admin fee / account holder | $3,355 | $5,039-33.4% | $12,742-73.7% | $3,703-9.4% |