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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 | $11,906 | $72,269-83.5% | $101,271-88.2% | $79,852-85.1% |
| Participation rate | 39.7% | 68.5%-28.8pp | 75.8%-36.2pp | 69.6%-30.0pp |
| Annual return | 28.30% | 22.29%+6.0pp | 46.48%-18.2pp | 31.72%-3.4pp |
| Employer contribution / active EE | $770 | $2,692-71.4% | $3,660-79.0% | $2,471-68.9% |
| Participant deferral / active EE | $1,235 | $3,282-62.4% | $4,371-71.7% | $3,740-67.0% |
| Admin fee / account holder | $1,189 | $4,401-73.0% | $5,948-80.0% | $5,306-77.6% |