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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 | $6,717 | $107,809-93.8% | $97,032-93.1% | $155,188-95.7% |
| Participation rate | 41.7% | 75.5%-33.8pp | 71.6%-29.9pp | 80.8%-39.1pp |
| Annual return | 16.61% | 38.06%-21.4pp | 35.38%-18.8pp | 148.84%-132.2pp |
| Employer contribution / active EE | $268 | $2,911-90.8% | $2,629-89.8% | $4,248-93.7% |
| Participant deferral / active EE | $430 | $5,129-91.6% | $4,672-90.8% | $6,531-93.4% |
| Admin fee / account holder | $353 | $10,717-96.7% | $9,418-96.2% | $14,480-97.6% |