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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 | $7,157 | $135,956-94.7% | $123,894-94.2% | $273,972-97.4% |
| Participation rate | 54.5% | 84.1%-29.5pp | 81.4%-26.9pp | 83.0%-28.5pp |
| Annual return | 7.36% | 56.63%-49.3pp | 47.52%-40.2pp | 41.46%-34.1pp |
| Employer contribution / active EE | $857 | $5,170-83.4% | $4,617-81.4% | $4,869-82.4% |
| Participant deferral / active EE | $1,006 | $6,343-84.1% | $5,984-83.2% | $5,287-81.0% |
| Admin fee / account holder | $1,037 | $9,817-89.4% | $8,357-87.6% | $10,133-89.8% |