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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 | $7,254 | $147,556-95.1% | $129,031-94.4% | $198,609-96.3% |
| Participation rate | 60.0% | 77.2%-17.2pp | 73.4%-13.4pp | 82.4%-22.4pp |
| Annual return | 17.71% | 37.41%-19.7pp | 34.67%-17.0pp | 202.70%-185.0pp |
| Employer contribution / active EE | $2,649 | $3,645-27.3% | $3,226-17.9% | $5,055-47.6% |
| Participant deferral / active EE | $0 | $5,760-100.0% | $5,217-100.0% | $6,977-100.0% |
| Admin fee / account holder | $4,426 | $15,467-71.4% | $13,208-66.5% | $19,030-76.7% |