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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 | $12,639 | $42,548-70.3% | $74,551-83.0% | $56,289-77.5% |
| Participation rate | 66.4% | 60.5%+5.9pp | 69.1%-2.8pp | 69.9%-3.5pp |
| Annual return | 9.30% | 12.40%-3.1pp | 32.53%-23.2pp | -9.96%+19.3pp |
| Employer contribution / active EE | $558 | $855-34.7% | $1,961-71.5% | $2,111-73.6% |
| Participant deferral / active EE | $833 | $2,277-63.4% | $3,108-73.2% | $3,350-75.1% |
| Admin fee / account holder | $430 | $467-8.1% | $5,059-91.5% | $521-17.6% |