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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 | $6,185 | $98,766-93.7% | $149,730-95.9% | $79,852-92.3% |
| Participation rate | 60.6% | 75.8%-15.2pp | 82.5%-21.9pp | 69.6%-9.0pp |
| Annual return | 22.51% | 27.43%-4.9pp | 276.70%-254.2pp | 31.72%-9.2pp |
| Employer contribution / active EE | $1,560 | $3,217-51.5% | $4,645-66.4% | $2,471-36.9% |
| Participant deferral / active EE | $2,213 | $5,681-61.1% | $6,843-67.7% | $3,740-40.8% |
| Admin fee / account holder | $453 | $6,052-92.5% | $9,310-95.1% | $5,306-91.5% |