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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 | $8,583 | $93,598-90.8% | $135,974-93.7% | $75,173-88.6% |
| Participation rate | 61.8% | 75.2%-13.4pp | 81.9%-20.1pp | 67.2%-5.4pp |
| Annual return | 25.95% | 30.89%-4.9pp | 68.30%-42.4pp | 160.72%-134.8pp |
| Employer contribution / active EE | $795 | $3,538-77.5% | $4,859-83.6% | $2,671-70.2% |
| Participant deferral / active EE | $2,389 | $6,405-62.7% | $7,760-69.2% | $4,126-42.1% |
| Admin fee / account holder | $499 | $6,978-92.9% | $10,767-95.4% | $5,651-91.2% |