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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 | $10,771 | $71,230-84.9% | $93,727-88.5% | $80,959-86.7% |
| Participation rate | 33.3% | 60.4%-27.1pp | 68.7%-35.4pp | 67.7%-34.3pp |
| Annual return | 13.40% | 11.26%+2.1pp | 133.83%-120.4pp | 35.67%-22.3pp |
| Employer contribution / active EE | $562 | $1,565-64.1% | $2,421-76.8% | $2,757-79.6% |
| Participant deferral / active EE | $964 | $4,037-76.1% | $4,417-78.2% | $4,300-77.6% |
| Admin fee / account holder | $614 | $6,961-91.2% | $8,292-92.6% | $6,925-91.1% |