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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 | $6,657 | $56,544-88.2% | $75,501-91.2% | $70,126-90.5% |
| Participation rate | 49.5% | 68.1%-18.7pp | 72.4%-22.9pp | 69.5%-20.1pp |
| Annual return | 17.62% | 23.59%-6.0pp | 27.35%-9.7pp | 73.15%-55.5pp |
| Employer contribution / active EE | $383 | $1,817-78.9% | $2,352-83.7% | $2,343-83.6% |
| Participant deferral / active EE | $710 | $2,580-72.5% | $3,142-77.4% | $3,332-78.7% |
| Admin fee / account holder | $326 | $3,827-91.5% | $5,801-94.4% | $4,645-93.0% |