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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 | $7,971 | $67,602-88.2% | $82,312-90.3% | $70,126-88.6% |
| Participation rate | 19.1% | 72.8%-53.7pp | 76.9%-57.8pp | 69.5%-50.4pp |
| Annual return | 25.19% | 21.57%+3.6pp | 25.88%-0.7pp | 73.15%-48.0pp |
| Employer contribution / active EE | $518 | $1,755-70.5% | $2,428-78.7% | $2,343-77.9% |
| Participant deferral / active EE | $749 | $2,987-74.9% | $3,706-79.8% | $3,332-77.5% |
| Admin fee / account holder | $3,928 | $4,512-12.9% | $5,608-30.0% | $4,645-15.4% |