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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 | $9,248 | $84,953-89.1% | $163,379-94.3% | $82,637-88.8% |
| Participation rate | 37.9% | 65.9%-28.0pp | 76.8%-38.9pp | 68.1%-30.1pp |
| Annual return | 19.31% | 23.07%-3.8pp | 63.41%-44.1pp | 53.51%-34.2pp |
| Employer contribution / active EE | $505 | $2,183-76.8% | $3,752-86.5% | $2,552-80.2% |
| Participant deferral / active EE | $520 | $4,326-88.0% | $6,282-91.7% | $4,126-87.4% |
| Admin fee / account holder | $707 | $7,921-91.1% | $9,818-92.8% | $7,339-90.4% |