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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 | $8,423 | $45,087-81.3% | $69,483-87.9% | $72,976-88.5% |
| Participation rate | 51.2% | 68.5%-17.3pp | 74.6%-23.4pp | 69.5%-18.3pp |
| Annual return | 5.72% | 22.67%-16.9pp | 28.99%-23.3pp | 81.02%-75.3pp |
| Employer contribution / active EE | $400 | $2,055-80.5% | $2,780-85.6% | $2,440-83.6% |
| Participant deferral / active EE | $713 | $2,603-72.6% | $3,537-79.8% | $3,608-80.2% |
| Admin fee / account holder | $1,118 | $3,057-63.4% | $3,841-70.9% | $5,124-78.2% |