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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 | $6,801 | $86,050-92.1% | $189,758-96.4% | $94,015-92.8% |
| Participation rate | 53.6% | 68.9%-15.3pp | 79.8%-26.2pp | 70.8%-17.2pp |
| Annual return | 11.18% | 17.77%-6.6pp | 52.62%-41.4pp | 17.84%-6.7pp |
| Employer contribution / active EE | $504 | $2,819-82.1% | $4,767-89.4% | $2,790-81.9% |
| Participant deferral / active EE | $1,008 | $3,349-69.9% | $5,856-82.8% | $4,249-76.3% |
| Admin fee / account holder | $2,551 | $6,627-61.5% | $20,388-87.5% | $8,951-71.5% |