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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 | $7,103 | $43,496-83.7% | $161,489-95.6% | $64,340-89.0% |
| Participation rate | 36.5% | 53.5%-17.0pp | 78.7%-42.2pp | 55.2%-18.7pp |
| Annual return | 13.17% | 20.76%-7.6pp | 89.72%-76.5pp | 24.14%-11.0pp |
| Employer contribution / active EE | $305 | $1,431-78.7% | $4,268-92.8% | $1,862-83.6% |
| Participant deferral / active EE | $421 | $1,996-78.9% | $5,630-92.5% | $2,980-85.9% |
| Admin fee / account holder | $556 | $2,330-76.2% | $16,006-96.5% | $3,703-85.0% |