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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 | $6,668 | $76,401-91.3% | $106,387-93.7% | $64,173-89.6% |
| Participation rate | 46.6% | 73.5%-27.0pp | 77.5%-30.9pp | 69.6%-23.0pp |
| Annual return | 23.42% | -2.19%+25.6pp | 0.25%+23.2pp | 7.63%+15.8pp |
| Employer contribution / active EE | $890 | $2,680-66.8% | $3,520-74.7% | $2,381-62.6% |
| Participant deferral / active EE | $712 | $4,274-83.3% | $5,421-86.9% | $3,470-79.5% |
| Admin fee / account holder | $2,147 | $4,610-53.4% | $7,510-71.4% | $4,887-56.1% |