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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 | $7,048 | $84,236-91.6% | $170,439-95.9% | $70,124-89.9% |
| Participation rate | 35.1% | 70.8%-35.7pp | 83.6%-48.5pp | 69.5%-34.4pp |
| Annual return | 16.80% | 23.06%-6.3pp | 205.94%-189.1pp | 73.14%-56.3pp |
| Employer contribution / active EE | $516 | $3,387-84.8% | $5,433-90.5% | $2,342-78.0% |
| Participant deferral / active EE | $529 | $3,086-82.9% | $4,939-89.3% | $3,332-84.1% |
| Admin fee / account holder | $727 | $5,698-87.2% | $13,881-94.8% | $4,645-84.4% |