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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 | $9,672 | $46,877-79.4% | $122,354-92.1% | $70,124-86.2% |
| Participation rate | 17.5% | 58.2%-40.7pp | 71.6%-54.1pp | 69.5%-52.0pp |
| Annual return | 17.19% | 24.22%-7.0pp | 30.28%-13.1pp | 73.14%-56.0pp |
| Employer contribution / active EE | $356 | $1,288-72.3% | $4,051-91.2% | $2,342-84.8% |
| Participant deferral / active EE | $691 | $2,167-68.1% | $3,287-79.0% | $3,332-79.3% |
| Admin fee / account holder | $945 | $3,324-71.6% | $5,479-82.7% | $4,645-79.7% |