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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 | $9,080 | $71,878-87.4% | $86,698-89.5% | $68,486-86.7% |
| Participation rate | 29.8% | 72.2%-42.5pp | 76.6%-46.8pp | 67.9%-38.1pp |
| Annual return | 15.94% | 3.53%+12.4pp | 35.95%-20.0pp | -7.85%+23.8pp |
| Employer contribution / active EE | $802 | $2,173-63.1% | $2,837-71.7% | $2,597-69.1% |
| Participant deferral / active EE | $1,325 | $3,779-64.9% | $4,656-71.5% | $4,028-67.1% |
| Admin fee / account holder | $330 | $6,113-94.6% | $7,493-95.6% | $5,404-93.9% |