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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 | $6,441 | $48,364-86.7% | $71,796-91.0% | $62,881-89.8% |
| Participation rate | 40.0% | 60.6%-20.6pp | 69.1%-29.1pp | 69.3%-29.3pp |
| Annual return | 7.69% | 13.16%-5.5pp | 78.04%-70.3pp | 20.14%-12.5pp |
| Employer contribution / active EE | $466 | $1,042-55.3% | $1,924-75.8% | $2,281-79.6% |
| Participant deferral / active EE | $633 | $2,091-69.7% | $2,794-77.4% | $3,203-80.2% |
| Admin fee / account holder | $535 | $3,771-85.8% | $4,815-88.9% | $4,296-87.5% |