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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 | $127,689-94.2% | $146,866-95.0% | $65,191-88.7% |
| Participation rate | 9.3% | 68.4%-59.1pp | 82.5%-73.2pp | 63.0%-53.7pp |
| Annual return | 17.13% | 22.89%-5.8pp | 102.85%-85.7pp | 51.24%-34.1pp |
| Employer contribution / active EE | $173 | $4,150-95.8% | $4,425-96.1% | $2,400-92.8% |
| Participant deferral / active EE | $250 | $6,458-96.1% | $7,759-96.8% | $2,671-90.6% |
| Admin fee / account holder | $1,331 | $1,041+27.9% | $13,620-90.2% | $907+46.8% |