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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 | $7,498 | $85,766-91.3% | $136,298-94.5% | $70,126-89.3% |
| Participation rate | 66.7% | 74.2%-7.5pp | 81.9%-15.3pp | 69.5%-2.9pp |
| Annual return | 21.65% | 31.46%-9.8pp | 5156.27%-5134.6pp | 73.15%-51.5pp |
| Employer contribution / active EE | $651 | $2,966-78.1% | $4,696-86.1% | $2,343-72.2% |
| Participant deferral / active EE | $1,696 | $5,051-66.4% | $6,247-72.9% | $3,332-49.1% |
| Admin fee / account holder | $501 | $5,421-90.8% | $9,244-94.6% | $4,645-89.2% |