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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 | $7,207 | $78,690-90.8% | $161,489-95.5% | $87,485-91.8% |
| Participation rate | 34.9% | 67.5%-32.6pp | 78.7%-43.8pp | 68.9%-34.0pp |
| Annual return | 19.79% | 32.74%-12.9pp | 89.72%-69.9pp | 26.06%-6.3pp |
| Employer contribution / active EE | $698 | $2,588-73.0% | $4,268-83.7% | $2,596-73.1% |
| Participant deferral / active EE | $894 | $3,311-73.0% | $5,630-84.1% | $4,274-79.1% |
| Admin fee / account holder | $607 | $6,724-91.0% | $16,006-96.2% | $7,775-92.2% |