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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 | $6,320 | $78,027-91.9% | $178,528-96.5% | $80,925-92.2% |
| Participation rate | 38.7% | 65.7%-27.0pp | 77.1%-38.4pp | 67.7%-28.9pp |
| Annual return | 18.59% | 18.09%+0.5pp | 27.11%-8.5pp | 35.65%-17.1pp |
| Employer contribution / active EE | $1,075 | $2,281-52.9% | $3,950-72.8% | $2,756-61.0% |
| Participant deferral / active EE | $1,206 | $4,408-72.6% | $6,278-80.8% | $4,299-71.9% |
| Admin fee / account holder | $1,255 | $7,168-82.5% | $10,419-88.0% | $6,940-81.9% |