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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 | $9,170 | $52,580-82.6% | $71,671-87.2% | $70,124-86.9% |
| Participation rate | 27.3% | 60.9%-33.6pp | 68.7%-41.5pp | 69.5%-42.3pp |
| Annual return | 20.78% | 20.25%+0.5pp | 20.65%+0.1pp | 73.14%-52.4pp |
| Employer contribution / active EE | $578 | $1,616-64.2% | $2,460-76.5% | $2,342-75.3% |
| Participant deferral / active EE | $628 | $2,386-73.7% | $3,438-81.7% | $3,332-81.1% |
| Admin fee / account holder | $1,214 | $3,653-66.8% | $5,558-78.2% | $4,645-73.9% |