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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 | $7,329 | $106,280-93.1% | $96,538-92.4% | $139,487-94.7% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.3%-14.3pp | 80.3%-20.3pp |
| Annual return | 15.62% | 38.48%-22.9pp | 35.74%-20.1pp | 373.84%-358.2pp |
| Employer contribution / active EE | $966 | $4,107-76.5% | $3,740-74.2% | $4,755-79.7% |
| Participant deferral / active EE | $612 | $5,457-88.8% | $4,880-87.5% | $6,713-90.9% |
| Admin fee / account holder | $1,633 | $7,888-79.3% | $6,737-75.8% | $11,407-85.7% |