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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 | $7,273 | $58,512-87.6% | $84,020-91.3% | $72,983-90.0% |
| Participation rate | 31.6% | 61.2%-29.6pp | 69.0%-37.4pp | 69.5%-37.9pp |
| Annual return | 26.44% | 28.93%-2.5pp | 71.31%-44.9pp | 81.01%-54.6pp |
| Employer contribution / active EE | $663 | $1,163-43.0% | $1,984-66.6% | $2,440-72.8% |
| Participant deferral / active EE | $769 | $2,394-67.9% | $3,239-76.2% | $3,608-78.7% |
| Admin fee / account holder | $700 | $4,569-84.7% | $6,101-88.5% | $5,124-86.3% |