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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 | $6,489 | $132,099-95.1% | $115,599-94.4% | $138,895-95.3% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.3%-14.3pp | 79.9%-19.9pp |
| Annual return | 12.06% | 176.76%-164.7pp | 111.10%-99.0pp | 145.39%-133.3pp |
| Employer contribution / active EE | $830 | $3,416-75.7% | $2,955-71.9% | $4,194-80.2% |
| Participant deferral / active EE | $1,248 | $5,617-77.8% | $4,889-74.5% | $6,396-80.5% |
| Admin fee / account holder | $62,092 | $15,650+296.8% | $12,841+383.6% | $12,562+394.3% |