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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 | $7,674 | $98,240-92.2% | $82,312-90.7% | $147,586-94.8% |
| Participation rate | 55.6% | 79.7%-24.2pp | 76.9%-21.3pp | 82.8%-27.3pp |
| Annual return | 22.12% | 30.85%-8.7pp | 25.88%-3.8pp | 578.59%-556.5pp |
| Employer contribution / active EE | $1,126 | $3,192-64.7% | $2,428-53.6% | $4,876-76.9% |
| Participant deferral / active EE | $1,276 | $4,383-70.9% | $3,706-65.6% | $5,439-76.5% |
| Admin fee / account holder | $1,347 | $8,563-84.3% | $5,608-76.0% | $10,886-87.6% |