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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 | $7,952 | $90,400-91.2% | $186,193-95.7% | $87,485-90.9% |
| Participation rate | 60.7% | 66.2%-5.5pp | 77.1%-16.4pp | 68.9%-8.2pp |
| Annual return | 18.07% | 22.15%-4.1pp | 78.03%-60.0pp | 26.06%-8.0pp |
| Employer contribution / active EE | $598 | $2,170-72.5% | $3,918-84.7% | $2,596-77.0% |
| Participant deferral / active EE | $1,385 | $4,330-68.0% | $6,513-78.7% | $4,274-67.6% |
| Admin fee / account holder | $1,172 | $8,673-86.5% | $11,058-89.4% | $7,775-84.9% |