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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 | $9,776 | $78,027-87.5% | $178,528-94.5% | $80,925-87.9% |
| Participation rate | 23.8% | 65.7%-41.9pp | 77.1%-53.3pp | 67.7%-43.8pp |
| Annual return | 12.71% | 18.09%-5.4pp | 27.11%-14.4pp | 35.65%-22.9pp |
| Employer contribution / active EE | $552 | $2,281-75.8% | $3,950-86.0% | $2,756-80.0% |
| Participant deferral / active EE | $980 | $4,408-77.8% | $6,278-84.4% | $4,299-77.2% |
| Admin fee / account holder | $1,513 | $7,168-78.9% | $10,419-85.5% | $6,940-78.2% |