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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 | $7,754 | $70,002-88.9% | $115,038-93.3% | $52,331-85.2% |
| Participation rate | 57.8% | 72.1%-14.3pp | 81.4%-23.6pp | 68.1%-10.3pp |
| Annual return | 11.17% | 4.04%+7.1pp | 26.14%-15.0pp | 4.54%+6.6pp |
| Employer contribution / active EE | $983 | $2,715-63.8% | $4,608-78.7% | $1,882-47.8% |
| Participant deferral / active EE | $1,499 | $4,920-69.5% | $6,026-75.1% | $3,022-50.4% |
| Admin fee / account holder | $1,527 | $566+169.8% | $8,175-81.3% | $592+158.2% |