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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 | $8,502 | $55,713-84.7% | $75,894-88.8% | $72,983-88.4% |
| Participation rate | 37.2% | 61.1%-23.9pp | 69.3%-32.1pp | 69.5%-32.3pp |
| Annual return | 27.12% | 27.60%-0.5pp | 30.76%-3.6pp | 81.01%-53.9pp |
| Employer contribution / active EE | $482 | $1,687-71.4% | $2,501-80.7% | $2,440-80.3% |
| Participant deferral / active EE | $702 | $2,634-73.3% | $3,603-80.5% | $3,608-80.5% |
| Admin fee / account holder | $2,168 | $3,980-45.5% | $5,420-60.0% | $5,124-57.7% |