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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 | $10,985 | $86,341-87.3% | $125,195-91.2% | $65,186-83.1% |
| Participation rate | 39.6% | 75.3%-35.7pp | 79.8%-40.1pp | 70.2%-30.6pp |
| Annual return | 40.51% | 27.44%+13.1pp | 43.79%-3.3pp | 29.39%+11.1pp |
| Employer contribution / active EE | $727 | $2,040-64.4% | $3,866-81.2% | $2,177-66.6% |
| Participant deferral / active EE | $1,449 | $3,538-59.0% | $4,937-70.7% | $3,514-58.8% |
| Admin fee / account holder | $351 | $609-42.3% | $9,704-96.4% | $847-58.5% |