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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 | $7,174 | $107,666-93.3% | $102,184-93.0% | $154,746-95.4% |
| Participation rate | 63.2% | 83.7%-20.6pp | 82.6%-19.4pp | 80.7%-17.5pp |
| Annual return | 13.97% | 29.33%-15.4pp | 31.58%-17.6pp | 172.34%-158.4pp |
| Employer contribution / active EE | $235 | $3,846-93.9% | $3,594-93.5% | $4,379-94.6% |
| Participant deferral / active EE | $1,238 | $8,719-85.8% | $8,309-85.1% | $6,730-81.6% |
| Admin fee / account holder | $2,884 | $12,943-77.7% | $11,609-75.2% | $14,365-79.9% |