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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 | $8,157 | $68,880-88.2% | $120,580-93.2% | $80,959-89.9% |
| Participation rate | 31.1% | 61.7%-30.6pp | 72.0%-40.8pp | 67.7%-36.6pp |
| Annual return | 16.93% | 23.68%-6.7pp | 107.48%-90.5pp | 35.67%-18.7pp |
| Employer contribution / active EE | $659 | $2,066-68.1% | $3,469-81.0% | $2,757-76.1% |
| Participant deferral / active EE | $958 | $3,191-70.0% | $4,995-80.8% | $4,300-77.7% |
| Admin fee / account holder | $326 | $5,785-94.4% | $9,418-96.5% | $6,925-95.3% |