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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 | $7,477 | $56,287-86.7% | $80,977-90.8% | $62,881-88.1% |
| Participation rate | 52.3% | 68.9%-16.6pp | 75.8%-23.5pp | 69.3%-17.0pp |
| Annual return | 0.00% | 22.13%-22.1pp | 17.11%-17.1pp | 20.14%-20.1pp |
| Employer contribution / active EE | $753 | $1,943-61.3% | $3,715-79.7% | $2,281-67.0% |
| Participant deferral / active EE | $1,279 | $4,196-69.5% | $5,696-77.5% | $3,203-60.1% |
| Admin fee / account holder | $356 | $3,742-90.5% | $5,517-93.5% | $4,296-91.7% |