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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 | $8,715 | $85,766-89.8% | $136,298-93.6% | $70,126-87.6% |
| Participation rate | 36.7% | 74.2%-37.5pp | 81.9%-45.3pp | 69.5%-32.9pp |
| Annual return | 31.86% | 31.46%+0.4pp | 5156.27%-5124.4pp | 73.15%-41.3pp |
| Employer contribution / active EE | $1,158 | $2,966-61.0% | $4,696-75.3% | $2,343-50.6% |
| Participant deferral / active EE | $1,554 | $5,051-69.2% | $6,247-75.1% | $3,332-53.4% |
| Admin fee / account holder | $979 | $5,421-81.9% | $9,244-89.4% | $4,645-78.9% |