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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 | $7,212 | $81,276-91.1% | $155,574-95.4% | $80,925-91.1% |
| Participation rate | 30.0% | 66.2%-36.2pp | 78.2%-48.2pp | 67.7%-37.7pp |
| Annual return | 13.33% | 33.36%-20.0pp | 64.87%-51.5pp | 35.65%-22.3pp |
| Employer contribution / active EE | $673 | $3,103-78.3% | $4,676-85.6% | $2,756-75.6% |
| Participant deferral / active EE | $729 | $3,453-78.9% | $5,629-87.0% | $4,299-83.0% |
| Admin fee / account holder | $801 | $7,993-90.0% | $15,914-95.0% | $6,940-88.5% |