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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 | $7,556 | $57,352-86.8% | $83,831-91.0% | $64,173-88.2% |
| Participation rate | 69.2% | 68.6%+0.6pp | 76.1%-6.9pp | 69.6%-0.3pp |
| Annual return | -7.75% | 11.38%-19.1pp | 850.99%-858.7pp | 7.63%-15.4pp |
| Employer contribution / active EE | $871 | $2,546-65.8% | $3,631-76.0% | $2,381-63.4% |
| Participant deferral / active EE | $570 | $2,993-80.9% | $4,082-86.0% | $3,470-83.6% |
| Admin fee / account holder | $761 | $4,046-81.2% | $5,479-86.1% | $4,887-84.4% |