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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 | $8,506 | $79,867-89.3% | $120,344-92.9% | $64,340-86.8% |
| Participation rate | 19.2% | 63.0%-43.8pp | 76.7%-57.5pp | 55.2%-36.1pp |
| Annual return | 13.09% | 21.10%-8.0pp | 20.30%-7.2pp | 24.14%-11.1pp |
| Employer contribution / active EE | $541 | $1,925-71.9% | $3,020-82.1% | $1,862-70.9% |
| Participant deferral / active EE | $935 | $3,593-74.0% | $5,135-81.8% | $2,980-68.6% |
| Admin fee / account holder | $4,652 | $5,039-7.7% | $12,742-63.5% | $3,703+25.6% |