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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 | $9,251 | $58,726-84.2% | $142,898-93.5% | $85,847-89.2% |
| Participation rate | 62.3% | 58.5%+3.9pp | 72.0%-9.6pp | 69.3%-7.0pp |
| Annual return | 29.85% | 27.73%+2.1pp | 5639.64%-5609.8pp | 318.61%-288.8pp |
| Employer contribution / active EE | $789 | $1,424-44.6% | $4,146-81.0% | $2,565-69.2% |
| Participant deferral / active EE | $247 | $2,609-90.5% | $3,838-93.6% | $3,952-93.7% |
| Admin fee / account holder | $5,097 | $4,234+20.4% | $6,560-22.3% | $6,261-18.6% |