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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 | $7,408 | $95,404-92.2% | $113,397-93.5% | $82,637-91.0% |
| Participation rate | 68.9% | 72.8%-3.9pp | 76.5%-7.6pp | 68.1%+0.8pp |
| Annual return | 24.38% | 19.08%+5.3pp | 23.20%+1.2pp | 53.51%-29.1pp |
| Employer contribution / active EE | $1,268 | $2,307-45.0% | $2,977-57.4% | $2,552-50.3% |
| Participant deferral / active EE | $1,806 | $4,220-57.2% | $5,076-64.4% | $4,126-56.2% |
| Admin fee / account holder | $387 | $9,168-95.8% | $11,957-96.8% | $7,339-94.7% |