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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 | $10,626 | $49,763-78.6% | $70,565-84.9% | $74,473-85.7% |
| Participation rate | 20.3% | 64.6%-44.4pp | 68.4%-48.1pp | 70.7%-50.5pp |
| Annual return | 24.10% | 21.21%+2.9pp | 32.79%-8.7pp | 34.36%-10.3pp |
| Employer contribution / active EE | $431 | $1,776-75.7% | $2,976-85.5% | $2,638-83.7% |
| Participant deferral / active EE | $834 | $3,379-75.3% | $4,568-81.7% | $4,530-81.6% |
| Admin fee / account holder | $872 | $316+175.7% | $6,430-86.4% | $347+151.1% |