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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 | $68,852-88.2% | $120,524-93.2% | $80,925-89.9% |
| Participation rate | 31.1% | 61.6%-30.5pp | 71.9%-40.8pp | 67.7%-36.5pp |
| Annual return | 16.93% | 23.67%-6.7pp | 107.36%-90.4pp | 35.65%-18.7pp |
| Employer contribution / active EE | $659 | $2,063-68.0% | $3,469-81.0% | $2,756-76.1% |
| Participant deferral / active EE | $958 | $3,187-69.9% | $4,994-80.8% | $4,299-77.7% |
| Admin fee / account holder | $326 | $5,781-94.4% | $9,440-96.5% | $6,940-95.3% |