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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 | $7,552 | $56,110-86.5% | $94,993-92.1% | $70,126-89.2% |
| Participation rate | 33.3% | 65.0%-31.7pp | 73.9%-40.6pp | 69.5%-36.2pp |
| Annual return | 20.05% | 51.02%-31.0pp | 27.14%-7.1pp | 73.15%-53.1pp |
| Employer contribution / active EE | $263 | $1,442-81.8% | $2,603-89.9% | $2,343-88.8% |
| Participant deferral / active EE | $634 | $2,391-73.5% | $3,317-80.9% | $3,332-81.0% |
| Admin fee / account holder | $1,068 | $3,456-69.1% | $4,960-78.5% | $4,645-77.0% |