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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 | $10,382 | $81,403-87.2% | $147,027-92.9% | $87,485-88.1% |
| Participation rate | 53.3% | 63.4%-10.1pp | 73.7%-20.4pp | 68.9%-15.6pp |
| Annual return | 20.13% | 16.51%+3.6pp | 20.23%-0.1pp | 26.06%-5.9pp |
| Employer contribution / active EE | $720 | $2,205-67.3% | $3,626-80.1% | $2,596-72.3% |
| Participant deferral / active EE | $1,149 | $3,315-65.4% | $4,933-76.7% | $4,274-73.1% |
| Admin fee / account holder | $1,008 | $6,755-85.1% | $12,223-91.8% | $7,775-87.0% |