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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 | $7,441 | $49,177-84.9% | $79,467-90.6% | $64,173-88.4% |
| Participation rate | 63.8% | 65.0%-1.2pp | 73.3%-9.5pp | 69.6%-5.7pp |
| Annual return | 12.56% | -1.16%+13.7pp | 718.30%-705.7pp | 7.63%+4.9pp |
| Employer contribution / active EE | $1,265 | $2,076-39.1% | $2,800-54.8% | $2,381-46.9% |
| Participant deferral / active EE | $510 | $2,821-81.9% | $3,704-86.2% | $3,470-85.3% |
| Admin fee / account holder | $480 | $3,839-87.5% | $5,104-90.6% | $4,887-90.2% |