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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 | $7,405 | $86,919-91.5% | $102,457-92.8% | $80,911-90.8% |
| Participation rate | 46.7% | 72.4%-25.7pp | 76.5%-29.8pp | 67.6%-21.0pp |
| Annual return | 18.69% | 18.90%-0.2pp | 29.41%-10.7pp | 35.63%-16.9pp |
| Employer contribution / active EE | $916 | $2,368-61.3% | $3,022-69.7% | $2,756-66.8% |
| Participant deferral / active EE | $1,594 | $4,119-61.3% | $5,054-68.5% | $4,297-62.9% |
| Admin fee / account holder | $391 | $8,049-95.1% | $9,451-95.9% | $6,935-94.4% |