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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 | $7,661 | $131,835-94.2% | $108,582-92.9% | $273,972-97.2% |
| Participation rate | 60.0% | 83.5%-23.5pp | 79.6%-19.6pp | 83.0%-23.0pp |
| Annual return | 6.83% | -91.57%+98.4pp | -51.70%+58.5pp | 41.46%-34.6pp |
| Employer contribution / active EE | $975 | $4,913-80.1% | $3,758-74.0% | $4,869-80.0% |
| Participant deferral / active EE | $1,152 | $5,127-77.5% | $4,311-73.3% | $5,287-78.2% |
| Admin fee / account holder | $881 | $10,253-91.4% | $7,645-88.5% | $10,133-91.3% |