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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 | $9,660 | $93,346-89.7% | $71,796-86.5% | $273,972-96.5% |
| Participation rate | 40.0% | 76.5%-36.5pp | 69.1%-29.1pp | 83.0%-43.0pp |
| Annual return | 9.59% | 130.39%-120.8pp | 78.04%-68.5pp | 41.46%-31.9pp |
| Employer contribution / active EE | $671 | $2,733-75.4% | $1,924-65.1% | $4,869-86.2% |
| Participant deferral / active EE | $520 | $3,475-85.0% | $2,794-81.4% | $5,287-90.2% |
| Admin fee / account holder | $2,893 | $6,571-56.0% | $4,815-39.9% | $10,133-71.4% |