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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 | $10,553 | $65,027-83.8% | $90,970-88.4% | $79,852-86.8% |
| Participation rate | 10.3% | 61.6%-51.3pp | 69.0%-58.7pp | 69.6%-59.3pp |
| Annual return | 21.96% | 30.45%-8.5pp | 134.58%-112.6pp | 31.72%-9.8pp |
| Employer contribution / active EE | $385 | $1,247-69.1% | $2,122-81.9% | $2,471-84.4% |
| Participant deferral / active EE | $587 | $2,512-76.6% | $3,373-82.6% | $3,740-84.3% |
| Admin fee / account holder | $1,080 | $4,535-76.2% | $5,960-81.9% | $5,306-79.6% |