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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 | $7,151 | $56,544-87.4% | $75,501-90.5% | $70,126-89.8% |
| Participation rate | 36.4% | 68.1%-31.8pp | 72.4%-36.0pp | 69.5%-33.2pp |
| Annual return | 18.64% | 23.59%-5.0pp | 27.35%-8.7pp | 73.15%-54.5pp |
| Employer contribution / active EE | $522 | $1,817-71.3% | $2,352-77.8% | $2,343-77.7% |
| Participant deferral / active EE | $587 | $2,580-77.3% | $3,142-81.3% | $3,332-82.4% |
| Admin fee / account holder | $486 | $3,827-87.3% | $5,801-91.6% | $4,645-89.5% |