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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 | $6,757 | $48,078-85.9% | $78,676-91.4% | $62,881-89.3% |
| Participation rate | 54.8% | 65.2%-10.4pp | 73.6%-18.8pp | 69.3%-14.5pp |
| Annual return | 6.04% | 31.36%-25.3pp | 62.19%-56.1pp | 20.14%-14.1pp |
| Employer contribution / active EE | $1,163 | $2,015-42.3% | $2,850-59.2% | $2,281-49.0% |
| Participant deferral / active EE | $624 | $2,587-75.9% | $3,517-82.3% | $3,203-80.5% |
| Admin fee / account holder | $4,599 | $3,206+43.5% | $4,510+2.0% | $4,296+7.1% |