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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 | $7,001 | $45,126-84.5% | $85,187-91.8% | $74,459-90.6% |
| Participation rate | 37.2% | 49.4%-12.2pp | 67.5%-30.3pp | 67.2%-30.0pp |
| Annual return | 12.73% | 26.30%-13.6pp | 66.67%-53.9pp | 1369.70%-1357.0pp |
| Employer contribution / active EE | $504 | $1,460-65.5% | $2,732-81.5% | $2,626-80.8% |
| Participant deferral / active EE | $604 | $2,738-77.9% | $4,525-86.7% | $4,350-86.1% |
| Admin fee / account holder | $705 | $2,212-68.1% | $6,162-88.6% | $1,945-63.8% |