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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 | $8,235 | $77,574-89.4% | $108,753-92.4% | $86,983-90.5% |
| Participation rate | 18.8% | 62.3%-43.5pp | 71.1%-52.3pp | 69.5%-50.8pp |
| Annual return | 17.54% | 18.42%-0.9pp | 37.47%-19.9pp | 25.83%-8.3pp |
| Employer contribution / active EE | $316 | $1,611-80.4% | $2,427-87.0% | $2,584-87.8% |
| Participant deferral / active EE | $436 | $3,128-86.1% | $4,115-89.4% | $4,194-89.6% |
| Admin fee / account holder | $1,590 | $6,529-75.7% | $10,320-84.6% | $7,856-79.8% |