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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 | $7,396 | $112,596-93.4% | $152,301-95.1% | $64,728-88.6% |
| Participation rate | 9.3% | 63.6%-54.3pp | 82.4%-73.1pp | 57.9%-48.6pp |
| Annual return | 17.13% | 23.76%-6.6pp | 80.50%-63.4pp | 49.38%-32.3pp |
| Employer contribution / active EE | $173 | $3,716-95.3% | $4,624-96.3% | $2,243-92.3% |
| Participant deferral / active EE | $250 | $6,075-95.9% | $8,004-96.9% | $2,729-90.8% |
| Admin fee / account holder | $1,331 | $996+33.6% | $14,398-90.8% | $1,145+16.2% |