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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 | $8,970 | $88,707-89.9% | $74,184-87.9% | $273,972-96.7% |
| Participation rate | 66.7% | 79.4%-12.8pp | 76.6%-10.0pp | 83.0%-16.3pp |
| Annual return | 7.09% | 11.94%-4.8pp | 17.74%-10.6pp | 41.46%-34.4pp |
| Employer contribution / active EE | $728 | $3,159-77.0% | $2,370-69.3% | $4,869-85.1% |
| Participant deferral / active EE | $1,116 | $4,212-73.5% | $3,550-68.5% | $5,287-78.9% |
| Admin fee / account holder | $3,127 | $8,717-64.1% | $5,586-44.0% | $10,133-69.1% |