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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 | $35,247 | $212,777-83.4% | $173,703-79.7% | $198,609-82.3% |
| Participation rate | 66.7% | 81.1%-14.4pp | 75.9%-9.2pp | 82.4%-15.7pp |
| Annual return | 7.30% | 18.82%-11.5pp | 17.46%-10.2pp | 202.70%-195.4pp |
| Employer contribution / active EE | $1,752 | $5,214-66.4% | $4,288-59.1% | $5,055-65.3% |
| Participant deferral / active EE | $675 | $5,697-88.2% | $4,854-86.1% | $6,977-90.3% |
| Admin fee / account holder | $937 | $19,536-95.2% | $15,562-94.0% | $19,030-95.1% |