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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 | $10,241 | $86,949-88.2% | $102,460-90.0% | $80,959-87.4% |
| Participation rate | 66.7% | 72.4%-5.7pp | 76.5%-9.8pp | 67.7%-1.0pp |
| Annual return | 16.79% | 18.89%-2.1pp | 29.47%-12.7pp | 35.67%-18.9pp |
| Employer contribution / active EE | $850 | $2,370-64.1% | $3,025-71.9% | $2,757-69.2% |
| Participant deferral / active EE | $1,618 | $4,121-60.7% | $5,056-68.0% | $4,300-62.4% |
| Admin fee / account holder | $922 | $8,048-88.5% | $9,460-90.3% | $6,925-86.7% |