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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 | $9,531 | $67,602-85.9% | $82,312-88.4% | $70,126-86.4% |
| Participation rate | 46.2% | 72.8%-26.6pp | 76.9%-30.7pp | 69.5%-23.4pp |
| Annual return | 15.38% | 21.57%-6.2pp | 25.88%-10.5pp | 73.15%-57.8pp |
| Employer contribution / active EE | $808 | $1,755-53.9% | $2,428-66.7% | $2,343-65.5% |
| Participant deferral / active EE | $1,202 | $2,987-59.8% | $3,706-67.6% | $3,332-63.9% |
| Admin fee / account holder | $2,969 | $4,512-34.2% | $5,608-47.1% | $4,645-36.1% |