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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 | $8,775 | $81,262-89.2% | $155,602-94.4% | $80,911-89.2% |
| Participation rate | 60.0% | 66.2%-6.2pp | 78.2%-18.2pp | 67.6%-7.6pp |
| Annual return | 12.36% | 33.34%-21.0pp | 64.81%-52.4pp | 35.63%-23.3pp |
| Employer contribution / active EE | $482 | $3,102-84.5% | $4,675-89.7% | $2,756-82.5% |
| Participant deferral / active EE | $899 | $3,451-74.0% | $5,629-84.0% | $4,297-79.1% |
| Admin fee / account holder | $371 | $7,992-95.4% | $15,923-97.7% | $6,935-94.7% |