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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 | $9,277 | $65,367-85.8% | $92,915-90.0% | $72,976-87.3% |
| Participation rate | 24.2% | 68.3%-44.1pp | 76.0%-51.8pp | 69.5%-45.2pp |
| Annual return | 20.12% | 42.11%-22.0pp | 109.45%-89.3pp | 81.02%-60.9pp |
| Employer contribution / active EE | $607 | $2,594-76.6% | $3,653-83.4% | $2,440-75.1% |
| Participant deferral / active EE | $882 | $3,128-71.8% | $4,238-79.2% | $3,608-75.5% |
| Admin fee / account holder | $3,428 | $4,251-19.4% | $5,796-40.9% | $5,124-33.1% |