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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 | $11,813 | $49,025-75.9% | $87,502-86.5% | $62,881-81.2% |
| Participation rate | 63.0% | 64.9%-1.9pp | 73.8%-10.9pp | 69.3%-6.3pp |
| Annual return | 7.10% | 10.02%-2.9pp | 12.21%-5.1pp | 20.14%-13.0pp |
| Employer contribution / active EE | $350 | $1,372-74.5% | $2,550-86.3% | $2,281-84.7% |
| Participant deferral / active EE | $575 | $2,289-74.9% | $3,149-81.7% | $3,203-82.0% |
| Admin fee / account holder | $823 | $4,065-79.8% | $4,221-80.5% | $4,296-80.8% |