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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 | $65,364-87.2% | $92,909-91.0% | $72,975-88.5% |
| Participation rate | 35.7% | 68.3%-32.6pp | 76.0%-40.3pp | 69.5%-33.8pp |
| Annual return | 48.11% | 42.11%+6.0pp | 109.44%-61.3pp | 81.01%-32.9pp |
| Employer contribution / active EE | $692 | $2,594-73.3% | $3,653-81.1% | $2,440-71.6% |
| Participant deferral / active EE | $921 | $3,128-70.6% | $4,238-78.3% | $3,608-74.5% |
| Admin fee / account holder | $2,017 | $4,251-52.6% | $5,795-65.2% | $5,124-60.6% |