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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 | $9,480 | $93,598-89.9% | $135,974-93.0% | $75,173-87.4% |
| Participation rate | 42.2% | 75.2%-33.0pp | 81.9%-39.7pp | 67.2%-25.0pp |
| Annual return | 17.15% | 30.89%-13.7pp | 68.30%-51.2pp | 160.72%-143.6pp |
| Employer contribution / active EE | $922 | $3,538-73.9% | $4,859-81.0% | $2,671-65.5% |
| Participant deferral / active EE | $1,736 | $6,405-72.9% | $7,760-77.6% | $4,126-57.9% |
| Admin fee / account holder | $669 | $6,978-90.4% | $10,767-93.8% | $5,651-88.2% |