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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 | $7,076 | $71,215-90.1% | $93,696-92.4% | $80,935-91.3% |
| Participation rate | 53.6% | 60.4%-6.8pp | 68.7%-15.1pp | 67.7%-14.1pp |
| Annual return | 10.07% | 11.27%-1.2pp | 133.74%-123.7pp | 35.66%-25.6pp |
| Employer contribution / active EE | $817 | $1,565-47.8% | $2,422-66.2% | $2,757-70.3% |
| Participant deferral / active EE | $1,039 | $4,037-74.3% | $4,417-76.5% | $4,299-75.8% |
| Admin fee / account holder | $439 | $6,958-93.7% | $8,287-94.7% | $6,924-93.7% |