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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 | $7,332 | $81,504-91.0% | $102,437-92.8% | $80,959-90.9% |
| Participation rate | 41.7% | 66.9%-25.2pp | 74.5%-32.8pp | 67.7%-26.0pp |
| Annual return | 14.38% | 25.60%-11.2pp | 24.95%-10.6pp | 35.67%-21.3pp |
| Employer contribution / active EE | $962 | $3,104-69.0% | $3,871-75.1% | $2,757-65.1% |
| Participant deferral / active EE | $398 | $3,871-89.7% | $5,060-92.1% | $4,300-90.7% |
| Admin fee / account holder | $439 | $6,719-93.5% | $8,388-94.8% | $6,925-93.7% |