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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 | $7,827 | $54,541-85.6% | $78,778-90.1% | $70,126-88.8% |
| Participation rate | 53.3% | 60.8%-7.5pp | 69.2%-15.9pp | 69.5%-16.2pp |
| Annual return | 19.03% | 21.07%-2.0pp | 35.62%-16.6pp | 73.15%-54.1pp |
| Employer contribution / active EE | $758 | $1,089-30.4% | $1,986-61.8% | $2,343-67.7% |
| Participant deferral / active EE | $863 | $2,210-60.9% | $2,958-70.8% | $3,332-74.1% |
| Admin fee / account holder | $1,224 | $3,709-67.0% | $5,134-76.1% | $4,645-73.6% |