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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 | $9,402 | $54,763-82.8% | $90,324-89.6% | $72,976-87.1% |
| Participation rate | 47.2% | 65.2%-18.0pp | 73.3%-26.1pp | 69.5%-22.3pp |
| Annual return | 20.87% | 30.63%-9.8pp | 78.15%-57.3pp | 81.02%-60.1pp |
| Employer contribution / active EE | $225 | $2,093-89.3% | $2,856-92.1% | $2,440-90.8% |
| Participant deferral / active EE | $544 | $2,887-81.2% | $3,885-86.0% | $3,608-84.9% |
| Admin fee / account holder | $2,348 | $3,973-40.9% | $5,356-56.1% | $5,124-54.2% |