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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 | $7,776 | $65,364-88.1% | $92,909-91.6% | $72,975-89.3% |
| Participation rate | 58.3% | 68.3%-10.0pp | 76.0%-17.7pp | 69.5%-11.2pp |
| Annual return | 43.55% | 42.11%+1.4pp | 109.44%-65.9pp | 81.01%-37.5pp |
| Employer contribution / active EE | $758 | $2,594-70.8% | $3,653-79.3% | $2,440-69.0% |
| Participant deferral / active EE | $987 | $3,128-68.5% | $4,238-76.7% | $3,608-72.6% |
| Admin fee / account holder | $1,913 | $4,251-55.0% | $5,795-67.0% | $5,124-62.7% |