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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 | $8,184 | $86,949-90.6% | $102,460-92.0% | $80,959-89.9% |
| Participation rate | 50.0% | 72.4%-22.4pp | 76.5%-26.5pp | 67.7%-17.7pp |
| Annual return | 20.03% | 18.89%+1.1pp | 29.47%-9.4pp | 35.67%-15.6pp |
| Employer contribution / active EE | $952 | $2,370-59.8% | $3,025-68.5% | $2,757-65.5% |
| Participant deferral / active EE | $1,191 | $4,121-71.1% | $5,056-76.5% | $4,300-72.3% |
| Admin fee / account holder | $1,811 | $8,048-77.5% | $9,460-80.9% | $6,925-73.9% |