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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 | $7,362 | $77,814-90.5% | $158,223-95.3% | $86,983-91.5% |
| Participation rate | 22.5% | 68.4%-45.9pp | 79.2%-56.7pp | 69.5%-47.0pp |
| Annual return | 19.01% | 30.54%-11.5pp | 52.09%-33.1pp | 25.83%-6.8pp |
| Employer contribution / active EE | $294 | $2,592-88.7% | $4,109-92.9% | $2,584-88.6% |
| Participant deferral / active EE | $603 | $3,270-81.6% | $5,467-89.0% | $4,194-85.6% |
| Admin fee / account holder | $881 | $5,879-85.0% | $16,047-94.5% | $7,856-88.8% |