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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 | $7,226 | $83,485-91.3% | $125,192-94.2% | $72,975-90.1% |
| Participation rate | 29.4% | 73.3%-43.9pp | 79.8%-50.4pp | 69.5%-40.1pp |
| Annual return | 24.18% | 25.77%-1.6pp | 43.79%-19.6pp | 81.01%-56.8pp |
| Employer contribution / active EE | $655 | $2,346-72.1% | $3,866-83.1% | $2,440-73.2% |
| Participant deferral / active EE | $708 | $3,586-80.2% | $4,937-85.7% | $3,608-80.4% |
| Admin fee / account holder | $737 | $5,518-86.6% | $9,704-92.4% | $5,124-85.6% |