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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 | $7,160 | $48,364-85.2% | $71,796-90.0% | $62,881-88.6% |
| Participation rate | 51.7% | 60.6%-8.9pp | 69.1%-17.4pp | 69.3%-17.6pp |
| Annual return | 12.26% | 13.16%-0.9pp | 78.04%-65.8pp | 20.14%-7.9pp |
| Employer contribution / active EE | $525 | $1,042-49.6% | $1,924-72.7% | $2,281-77.0% |
| Participant deferral / active EE | $693 | $2,091-66.9% | $2,794-75.2% | $3,203-78.4% |
| Admin fee / account holder | $3,228 | $3,771-14.4% | $4,815-33.0% | $4,296-24.9% |