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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 | $6,616 | $64,359-89.7% | $90,161-92.7% | $70,126-90.6% |
| Participation rate | 31.9% | 70.4%-38.5pp | 76.9%-45.0pp | 69.5%-37.7pp |
| Annual return | 26.71% | 28.13%-1.4pp | 34.89%-8.2pp | 73.15%-46.4pp |
| Employer contribution / active EE | $354 | $2,046-82.7% | $3,318-89.3% | $2,343-84.9% |
| Participant deferral / active EE | $1,024 | $4,389-76.7% | $5,287-80.6% | $3,332-69.3% |
| Admin fee / account holder | $482 | $3,945-87.8% | $5,943-91.9% | $4,645-89.6% |