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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 | $8,387 | $79,955-89.5% | $98,450-91.5% | $75,181-88.8% |
| Participation rate | 58.6% | 70.4%-11.7pp | 75.2%-16.5pp | 67.2%-8.6pp |
| Annual return | 24.24% | 19.75%+4.5pp | 21.16%+3.1pp | 160.69%-136.4pp |
| Employer contribution / active EE | $1,532 | $2,264-32.3% | $3,049-49.8% | $2,671-42.6% |
| Participant deferral / active EE | $935 | $3,752-75.1% | $4,739-80.3% | $4,126-77.3% |
| Admin fee / account holder | $690 | $6,841-89.9% | $8,961-92.3% | $5,650-87.8% |