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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 | $7,665 | $73,787-89.6% | $98,716-92.2% | $82,448-90.7% |
| Participation rate | 37.1% | 61.4%-24.3pp | 69.3%-32.2pp | 68.1%-30.9pp |
| Annual return | 22.50% | 18.57%+3.9pp | 31.81%-9.3pp | 41.64%-19.1pp |
| Employer contribution / active EE | $532 | $1,511-64.8% | $2,279-76.6% | $2,551-79.1% |
| Participant deferral / active EE | $691 | $3,081-77.6% | $4,048-82.9% | $4,139-83.3% |
| Admin fee / account holder | $797 | $6,500-87.7% | $8,703-90.8% | $7,234-89.0% |