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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 | $7,877 | $86,938-90.9% | $102,423-92.3% | $80,925-90.3% |
| Participation rate | 52.9% | 72.4%-19.4pp | 76.5%-23.6pp | 67.7%-14.7pp |
| Annual return | 10.93% | 18.89%-8.0pp | 29.42%-18.5pp | 35.65%-24.7pp |
| Employer contribution / active EE | $952 | $2,369-59.8% | $3,023-68.5% | $2,756-65.5% |
| Participant deferral / active EE | $1,040 | $4,120-74.8% | $5,054-79.4% | $4,299-75.8% |
| Admin fee / account holder | $583 | $8,053-92.8% | $9,455-93.8% | $6,940-91.6% |