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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 | $7,413 | $81,504-90.9% | $102,437-92.8% | $80,959-90.8% |
| Participation rate | 39.3% | 66.9%-27.6pp | 74.5%-35.2pp | 67.7%-28.4pp |
| Annual return | 13.03% | 25.60%-12.6pp | 24.95%-11.9pp | 35.67%-22.6pp |
| Employer contribution / active EE | $827 | $3,104-73.4% | $3,871-78.6% | $2,757-70.0% |
| Participant deferral / active EE | $1,058 | $3,871-72.7% | $5,060-79.1% | $4,300-75.4% |
| Admin fee / account holder | $381 | $6,719-94.3% | $8,388-95.5% | $6,925-94.5% |