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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 | $6,315 | $77,962-91.9% | $178,540-96.5% | $80,935-92.2% |
| Participation rate | 31.3% | 65.7%-34.4pp | 77.1%-45.9pp | 67.7%-36.4pp |
| Annual return | 14.07% | 18.10%-4.0pp | 27.15%-13.1pp | 35.66%-21.6pp |
| Employer contribution / active EE | $559 | $2,280-75.5% | $3,953-85.9% | $2,757-79.7% |
| Participant deferral / active EE | $583 | $4,404-86.8% | $6,281-90.7% | $4,299-86.5% |
| Admin fee / account holder | $884 | $7,156-87.6% | $10,424-91.5% | $6,924-87.2% |