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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 | $8,294 | $73,787-88.8% | $98,716-91.6% | $82,448-89.9% |
| Participation rate | 62.9% | 61.4%+1.4pp | 69.3%-6.4pp | 68.1%-5.2pp |
| Annual return | 13.87% | 18.57%-4.7pp | 31.81%-17.9pp | 41.64%-27.8pp |
| Employer contribution / active EE | $586 | $1,511-61.2% | $2,279-74.3% | $2,551-77.0% |
| Participant deferral / active EE | $1,027 | $3,081-66.7% | $4,048-74.6% | $4,139-75.2% |
| Admin fee / account holder | $1,791 | $6,500-72.4% | $8,703-79.4% | $7,234-75.2% |