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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 | $10,152 | $56,894-82.2% | $84,753-88.0% | $62,881-83.9% |
| Participation rate | 36.4% | 68.5%-32.2pp | 76.6%-40.2pp | 69.3%-32.9pp |
| Annual return | 4.51% | 6.30%-1.8pp | 22.78%-18.3pp | 20.14%-15.6pp |
| Employer contribution / active EE | $1,684 | $2,400-29.8% | $3,574-52.9% | $2,281-26.2% |
| Participant deferral / active EE | $384 | $2,709-85.8% | $3,712-89.7% | $3,203-88.0% |
| Admin fee / account holder | $976 | $3,581-72.8% | $5,333-81.7% | $4,296-77.3% |