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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 | $6,770 | $57,140-88.2% | $85,240-92.1% | $80,959-91.6% |
| Participation rate | 65.8% | 56.4%+9.4pp | 67.5%-1.7pp | 67.7%-1.9pp |
| Annual return | 11.48% | 21.71%-10.2pp | 66.75%-55.3pp | 35.67%-24.2pp |
| Employer contribution / active EE | $288 | $1,802-84.0% | $2,735-89.5% | $2,757-89.5% |
| Participant deferral / active EE | $484 | $3,115-84.5% | $4,527-89.3% | $4,300-88.8% |
| Admin fee / account holder | $1,214 | $4,992-75.7% | $6,165-80.3% | $6,925-82.5% |