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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 | $7,561 | $58,493-87.1% | $84,023-91.0% | $72,976-89.6% |
| Participation rate | 55.3% | 61.2%-6.0pp | 69.0%-13.8pp | 69.5%-14.2pp |
| Annual return | 23.59% | 28.93%-5.3pp | 71.32%-47.7pp | 81.02%-57.4pp |
| Employer contribution / active EE | $273 | $1,163-76.5% | $1,984-86.2% | $2,440-88.8% |
| Participant deferral / active EE | $986 | $2,394-58.8% | $3,239-69.6% | $3,608-72.7% |
| Admin fee / account holder | $392 | $4,569-91.4% | $6,102-93.6% | $5,124-92.3% |