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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 | $7,123 | $77,814-90.8% | $158,223-95.5% | $86,983-91.8% |
| Participation rate | 46.2% | 68.4%-22.3pp | 79.2%-33.0pp | 69.5%-23.4pp |
| Annual return | 18.83% | 30.54%-11.7pp | 52.09%-33.3pp | 25.83%-7.0pp |
| Employer contribution / active EE | $683 | $2,592-73.6% | $4,109-83.4% | $2,584-73.6% |
| Participant deferral / active EE | $849 | $3,270-74.0% | $5,467-84.5% | $4,194-79.7% |
| Admin fee / account holder | $2,260 | $5,879-61.6% | $16,047-85.9% | $7,856-71.2% |