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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 | $81,334-88.8% | $113,397-91.9% | $64,097-85.8% |
| Participation rate | 33.2% | 65.6%-32.5pp | 76.5%-43.3pp | 55.2%-22.0pp |
| Annual return | 17.90% | 32.50%-14.6pp | 23.20%-5.3pp | 34.64%-16.7pp |
| Employer contribution / active EE | $655 | $2,077-68.4% | $2,977-78.0% | $1,891-65.4% |
| Participant deferral / active EE | $977 | $3,795-74.2% | $5,076-80.7% | $3,080-68.3% |
| Admin fee / account holder | $3,355 | $4,208-20.3% | $11,957-71.9% | $3,454-2.9% |