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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 | $8,127 | $98,760-91.8% | $149,715-94.6% | $79,858-89.8% |
| Participation rate | 57.1% | 75.8%-18.6pp | 82.5%-25.3pp | 69.6%-12.5pp |
| Annual return | 28.62% | 27.43%+1.2pp | 276.66%-248.0pp | 31.72%-3.1pp |
| Employer contribution / active EE | $999 | $3,217-68.9% | $4,645-78.5% | $2,471-59.6% |
| Participant deferral / active EE | $1,153 | $5,681-79.7% | $6,842-83.1% | $3,740-69.2% |
| Admin fee / account holder | $374 | $6,053-93.8% | $9,310-96.0% | $5,306-93.0% |