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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 | $7,495 | $39,132-80.8% | $57,196-86.9% | $62,881-88.1% |
| Participation rate | 53.8% | 70.5%-16.6pp | 75.3%-21.5pp | 69.3%-15.5pp |
| Annual return | 7.72% | 9.24%-1.5pp | 14.59%-6.9pp | 20.14%-12.4pp |
| Employer contribution / active EE | $424 | $1,874-77.4% | $2,683-84.2% | $2,281-81.4% |
| Participant deferral / active EE | $476 | $2,374-80.0% | $3,096-84.6% | $3,203-85.2% |
| Admin fee / account holder | $666 | $2,594-74.3% | $3,141-78.8% | $4,296-84.5% |