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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 | $6,359 | $81,331-92.2% | $155,534-95.9% | $80,935-92.1% |
| Participation rate | 60.6% | 66.3%-5.6pp | 78.2%-17.6pp | 67.7%-7.1pp |
| Annual return | 13.32% | 33.37%-20.0pp | 64.92%-51.6pp | 35.66%-22.3pp |
| Employer contribution / active EE | $403 | $3,105-87.0% | $4,675-91.4% | $2,757-85.4% |
| Participant deferral / active EE | $751 | $3,454-78.3% | $5,630-86.7% | $4,299-82.5% |
| Admin fee / account holder | $521 | $7,999-93.5% | $15,900-96.7% | $6,924-92.5% |