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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 | $11,005 | $64,359-82.9% | $90,161-87.8% | $70,126-84.3% |
| Participation rate | 22.7% | 70.4%-47.7pp | 76.9%-54.1pp | 69.5%-46.8pp |
| Annual return | 38.99% | 28.13%+10.9pp | 34.89%+4.1pp | 73.15%-34.2pp |
| Employer contribution / active EE | $333 | $2,046-83.7% | $3,318-90.0% | $2,343-85.8% |
| Participant deferral / active EE | $996 | $4,389-77.3% | $5,287-81.2% | $3,332-70.1% |
| Admin fee / account holder | $321 | $3,945-91.9% | $5,943-94.6% | $4,645-93.1% |