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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 | $7,318 | $65,367-88.8% | $92,915-92.1% | $72,976-90.0% |
| Participation rate | 34.6% | 68.3%-33.7pp | 76.0%-41.4pp | 69.5%-34.9pp |
| Annual return | 38.24% | 42.11%-3.9pp | 109.45%-71.2pp | 81.02%-42.8pp |
| Employer contribution / active EE | $674 | $2,594-74.0% | $3,653-81.6% | $2,440-72.4% |
| Participant deferral / active EE | $1,015 | $3,128-67.5% | $4,238-76.0% | $3,608-71.9% |
| Admin fee / account holder | $646 | $4,251-84.8% | $5,796-88.9% | $5,124-87.4% |