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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 | $7,302 | $77,472-90.6% | $100,392-92.7% | $80,935-91.0% |
| Participation rate | 24.0% | 76.9%-52.9pp | 81.5%-57.5pp | 67.7%-43.7pp |
| Annual return | 0.00% | 37.26%-37.3pp | 49.45%-49.5pp | 35.66%-35.7pp |
| Employer contribution / active EE | $949 | $2,800-66.1% | $3,941-75.9% | $2,757-65.6% |
| Participant deferral / active EE | $1,752 | $6,818-74.3% | $8,090-78.3% | $4,299-59.3% |
| Admin fee / account holder | $1,535 | $5,885-73.9% | $7,904-80.6% | $6,924-77.8% |