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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 | $9,415 | $65,364-85.6% | $92,909-89.9% | $72,975-87.1% |
| Participation rate | 25.0% | 68.3%-43.3pp | 76.0%-51.0pp | 69.5%-44.5pp |
| Annual return | 35.75% | 42.11%-6.4pp | 109.44%-73.7pp | 81.01%-45.3pp |
| Employer contribution / active EE | $949 | $2,594-63.4% | $3,653-74.0% | $2,440-61.1% |
| Participant deferral / active EE | $1,241 | $3,128-60.3% | $4,238-70.7% | $3,608-65.6% |
| Admin fee / account holder | $1,657 | $4,251-61.0% | $5,795-71.4% | $5,124-67.7% |