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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 | $7,632 | $141,004-94.6% | $112,273-93.2% | $139,456-94.5% |
| Participation rate | 60.0% | 79.2%-19.2pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 36.28% | 32.75%+3.5pp | 30.23%+6.1pp | 373.45%-337.2pp |
| Employer contribution / active EE | $1,054 | $4,285-75.4% | $3,431-69.3% | $4,753-77.8% |
| Participant deferral / active EE | $1,326 | $5,878-77.4% | $4,800-72.4% | $6,711-80.2% |
| Admin fee / account holder | $339 | $9,959-96.6% | $7,752-95.6% | $11,407-97.0% |