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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 | $6,864 | $65,027-89.4% | $90,970-92.5% | $79,852-91.4% |
| Participation rate | 50.8% | 61.6%-10.8pp | 69.0%-18.2pp | 69.6%-18.8pp |
| Annual return | 17.15% | 30.45%-13.3pp | 134.58%-117.4pp | 31.72%-14.6pp |
| Employer contribution / active EE | $642 | $1,247-48.6% | $2,122-69.8% | $2,471-74.0% |
| Participant deferral / active EE | $1,033 | $2,512-58.9% | $3,373-69.4% | $3,740-72.4% |
| Admin fee / account holder | $651 | $4,535-85.6% | $5,960-89.1% | $5,306-87.7% |