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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 | $10,430 | $88,707-88.2% | $74,184-85.9% | $273,972-96.2% |
| Participation rate | 37.5% | 79.4%-41.9pp | 76.6%-39.1pp | 83.0%-45.5pp |
| Annual return | 2.99% | 11.94%-9.0pp | 17.74%-14.7pp | 41.46%-38.5pp |
| Employer contribution / active EE | $551 | $3,159-82.5% | $2,370-76.7% | $4,869-88.7% |
| Participant deferral / active EE | $746 | $4,212-82.3% | $3,550-79.0% | $5,287-85.9% |
| Admin fee / account holder | $862 | $8,717-90.1% | $5,586-84.6% | $10,133-91.5% |