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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 | $7,004 | $89,367-92.2% | $141,191-95.0% | $72,975-90.4% |
| Participation rate | 64.2% | 75.1%-11.0pp | 82.5%-18.3pp | 69.5%-5.3pp |
| Annual return | 37.29% | 111.87%-74.6pp | 71.41%-34.1pp | 81.01%-43.7pp |
| Employer contribution / active EE | $1,434 | $3,115-54.0% | $4,736-69.7% | $2,440-41.2% |
| Participant deferral / active EE | $2,174 | $5,419-59.9% | $6,710-67.6% | $3,608-39.7% |
| Admin fee / account holder | $1,016 | $5,957-82.9% | $10,264-90.1% | $5,124-80.2% |