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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 | $10,088 | $59,804-83.1% | $81,982-87.7% | $79,856-87.4% |
| Participation rate | 50.9% | 61.6%-10.8pp | 69.3%-18.4pp | 69.6%-18.8pp |
| Annual return | 11.15% | 17.56%-6.4pp | 41.31%-30.2pp | 31.71%-20.6pp |
| Employer contribution / active EE | $2,802 | $1,713+63.5% | $2,498+12.1% | $2,471+13.4% |
| Participant deferral / active EE | $674 | $2,695-75.0% | $3,722-81.9% | $3,741-82.0% |
| Admin fee / account holder | $1,722 | $4,288-59.8% | $5,665-69.6% | $5,306-67.5% |