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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 | $7,604 | $77,816-90.2% | $123,549-93.8% | $64,181-88.2% |
| Participation rate | 60.0% | 74.7%-14.7pp | 82.3%-22.3pp | 69.6%-9.6pp |
| Annual return | -2.99% | 12.49%-15.5pp | 119.20%-122.2pp | 7.63%-10.6pp |
| Employer contribution / active EE | $944 | $3,014-68.7% | $4,628-79.6% | $2,381-60.3% |
| Participant deferral / active EE | $2,112 | $5,240-59.7% | $6,426-67.1% | $3,470-39.1% |
| Admin fee / account holder | $429 | $5,519-92.2% | $9,284-95.4% | $4,887-91.2% |