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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 | $8,553 | $56,287-84.8% | $80,977-89.4% | $62,881-86.4% |
| Participation rate | 36.0% | 68.9%-32.9pp | 75.8%-39.8pp | 69.3%-33.3pp |
| Annual return | 6.18% | 22.13%-15.9pp | 17.11%-10.9pp | 20.14%-14.0pp |
| Employer contribution / active EE | $627 | $1,943-67.7% | $3,715-83.1% | $2,281-72.5% |
| Participant deferral / active EE | $576 | $4,196-86.3% | $5,696-89.9% | $3,203-82.0% |
| Admin fee / account holder | $1,807 | $3,742-51.7% | $5,517-67.2% | $4,296-57.9% |