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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 | $7,916 | $65,027-87.8% | $90,970-91.3% | $79,852-90.1% |
| Participation rate | 65.6% | 61.6%+4.0pp | 69.0%-3.4pp | 69.6%-4.0pp |
| Annual return | 21.56% | 30.45%-8.9pp | 134.58%-113.0pp | 31.72%-10.2pp |
| Employer contribution / active EE | $754 | $1,247-39.6% | $2,122-64.5% | $2,471-69.5% |
| Participant deferral / active EE | $842 | $2,512-66.5% | $3,373-75.0% | $3,740-77.5% |
| Admin fee / account holder | $842 | $4,535-81.4% | $5,960-85.9% | $5,306-84.1% |