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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 | $9,931 | $56,894-82.5% | $84,753-88.3% | $62,881-84.2% |
| Participation rate | 38.8% | 68.5%-29.7pp | 76.6%-37.8pp | 69.3%-30.5pp |
| Annual return | 14.79% | 6.30%+8.5pp | 22.78%-8.0pp | 20.14%-5.4pp |
| Employer contribution / active EE | $597 | $2,400-75.1% | $3,574-83.3% | $2,281-73.8% |
| Participant deferral / active EE | $992 | $2,709-63.4% | $3,712-73.3% | $3,203-69.0% |
| Admin fee / account holder | $543 | $3,581-84.8% | $5,333-89.8% | $4,296-87.4% |