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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 | $6,787 | $47,848-85.8% | $81,473-91.7% | $70,124-90.3% |
| Participation rate | 13.9% | 58.3%-44.4pp | 68.0%-54.1pp | 69.5%-55.7pp |
| Annual return | 33.36% | 27.25%+6.1pp | 38.78%-5.4pp | 73.14%-39.8pp |
| Employer contribution / active EE | $229 | $1,527-85.0% | $2,568-91.1% | $2,342-90.2% |
| Participant deferral / active EE | $538 | $2,453-78.1% | $3,537-84.8% | $3,332-83.9% |
| Admin fee / account holder | $1,320 | $3,145-58.0% | $4,561-71.1% | $4,645-71.6% |