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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 | $7,297 | $67,602-89.2% | $82,312-91.1% | $70,126-89.6% |
| Participation rate | 46.6% | 72.8%-26.2pp | 76.9%-30.3pp | 69.5%-23.0pp |
| Annual return | 19.58% | 21.57%-2.0pp | 25.88%-6.3pp | 73.15%-53.6pp |
| Employer contribution / active EE | $372 | $1,755-78.8% | $2,428-84.7% | $2,343-84.1% |
| Participant deferral / active EE | $581 | $2,987-80.5% | $3,706-84.3% | $3,332-82.6% |
| Admin fee / account holder | $431 | $4,512-90.4% | $5,608-92.3% | $4,645-90.7% |