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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 | $10,177 | $54,541-81.3% | $78,778-87.1% | $70,126-85.5% |
| Participation rate | 38.5% | 60.8%-22.3pp | 69.2%-30.7pp | 69.5%-31.1pp |
| Annual return | 18.92% | 21.07%-2.1pp | 35.62%-16.7pp | 73.15%-54.2pp |
| Employer contribution / active EE | $405 | $1,089-62.8% | $1,986-79.6% | $2,343-82.7% |
| Participant deferral / active EE | $555 | $2,210-74.9% | $2,958-81.2% | $3,332-83.3% |
| Admin fee / account holder | $892 | $3,709-76.0% | $5,134-82.6% | $4,645-80.8% |