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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 | $6,683 | $43,496-84.6% | $161,489-95.9% | $64,340-89.6% |
| Participation rate | 37.9% | 53.5%-15.6pp | 78.7%-40.8pp | 55.2%-17.3pp |
| Annual return | 11.64% | 20.76%-9.1pp | 89.72%-78.1pp | 24.14%-12.5pp |
| Employer contribution / active EE | $381 | $1,431-73.4% | $4,268-91.1% | $1,862-79.5% |
| Participant deferral / active EE | $480 | $1,996-75.9% | $5,630-91.5% | $2,980-83.9% |
| Admin fee / account holder | $3,446 | $2,330+47.9% | $16,006-78.5% | $3,703-6.9% |