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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 | $8,427 | $99,345-91.5% | $84,753-90.1% | $273,972-96.9% |
| Participation rate | 37.5% | 80.7%-43.2pp | 76.6%-39.1pp | 83.0%-45.5pp |
| Annual return | 10.34% | 22.93%-12.6pp | 22.78%-12.4pp | 41.46%-31.1pp |
| Employer contribution / active EE | $693 | $4,214-83.6% | $3,574-80.6% | $4,869-85.8% |
| Participant deferral / active EE | $866 | $4,270-79.7% | $3,712-76.7% | $5,287-83.6% |
| Admin fee / account holder | $807 | $6,645-87.9% | $5,333-84.9% | $10,133-92.0% |