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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 | $7,538 | $78,520-90.4% | $96,576-92.2% | $82,448-90.9% |
| Participation rate | 68.5% | 77.7%-9.2pp | 81.4%-12.9pp | 68.1%+0.4pp |
| Annual return | 34.93% | 41.30%-6.4pp | 38.47%-3.5pp | 41.64%-6.7pp |
| Employer contribution / active EE | $643 | $2,630-75.5% | $3,553-81.9% | $2,551-74.8% |
| Participant deferral / active EE | $1,655 | $6,754-75.5% | $7,956-79.2% | $4,139-60.0% |
| Admin fee / account holder | $1,136 | $13,455-91.6% | $11,381-90.0% | $7,234-84.3% |