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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 | $6,461 | $83,485-92.3% | $125,195-94.8% | $72,976-91.1% |
| Participation rate | 34.2% | 73.3%-39.1pp | 79.8%-45.6pp | 69.5%-35.3pp |
| Annual return | 16.51% | 25.77%-9.3pp | 43.79%-27.3pp | 81.02%-64.5pp |
| Employer contribution / active EE | $640 | $2,346-72.7% | $3,866-83.4% | $2,440-73.8% |
| Participant deferral / active EE | $873 | $3,586-75.7% | $4,937-82.3% | $3,608-75.8% |
| Admin fee / account holder | $3,247 | $5,518-41.1% | $9,704-66.5% | $5,124-36.6% |