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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 | $7,111 | $81,331-91.3% | $155,534-95.4% | $80,935-91.2% |
| Participation rate | 29.0% | 66.3%-37.2pp | 78.2%-49.2pp | 67.7%-38.6pp |
| Annual return | 12.77% | 33.37%-20.6pp | 64.92%-52.1pp | 35.66%-22.9pp |
| Employer contribution / active EE | $403 | $3,105-87.0% | $4,675-91.4% | $2,757-85.4% |
| Participant deferral / active EE | $767 | $3,454-77.8% | $5,630-86.4% | $4,299-82.2% |
| Admin fee / account holder | $419 | $7,999-94.8% | $15,900-97.4% | $6,924-94.0% |