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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 | $9,368 | $76,107-87.7% | $96,576-90.3% | $71,495-86.9% |
| Participation rate | 46.6% | 74.4%-27.8pp | 76.0%-29.4pp | 67.9%-21.3pp |
| Annual return | 36.08% | 22.81%+13.3pp | 25.87%+10.2pp | 28.85%+7.2pp |
| Employer contribution / active EE | $928 | $2,247-58.7% | $2,965-68.7% | $2,589-64.2% |
| Participant deferral / active EE | $1,581 | $4,218-62.5% | $4,851-67.4% | $4,291-63.1% |
| Admin fee / account holder | $1,193 | $2,708-55.9% | $8,253-85.5% | $1,588-24.8% |