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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 | $7,777 | $64,920-88.0% | $103,693-92.5% | $86,983-91.1% |
| Participation rate | 27.0% | 63.6%-36.6pp | 72.6%-45.6pp | 69.5%-42.5pp |
| Annual return | 17.86% | 30.29%-12.4pp | 47.61%-29.8pp | 25.83%-8.0pp |
| Employer contribution / active EE | $113 | $2,141-94.7% | $2,920-96.1% | $2,584-95.6% |
| Participant deferral / active EE | $413 | $3,241-87.3% | $4,579-91.0% | $4,194-90.1% |
| Admin fee / account holder | $512 | $6,191-91.7% | $7,858-93.5% | $7,856-93.5% |