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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 | $7,787 | $60,349-87.1% | $74,184-89.5% | $62,881-87.6% |
| Participation rate | 58.2% | 72.7%-14.5pp | 76.6%-18.4pp | 69.3%-11.1pp |
| Annual return | 7.89% | 21.38%-13.5pp | 17.74%-9.8pp | 20.14%-12.3pp |
| Employer contribution / active EE | $2,527 | $1,680+50.4% | $2,370+6.6% | $2,281+10.8% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $405 | $4,261-90.5% | $5,586-92.8% | $4,296-90.6% |