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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 | $7,952 | $109,782-92.8% | $260,467-96.9% | $94,015-91.5% |
| Participation rate | 60.7% | 67.2%-6.5pp | 80.5%-19.7pp | 70.8%-10.1pp |
| Annual return | 18.07% | 18.60%-0.5pp | 100.60%-82.5pp | 17.84%+0.2pp |
| Employer contribution / active EE | $598 | $2,147-72.1% | $4,239-85.9% | $2,790-78.6% |
| Participant deferral / active EE | $1,385 | $4,044-65.7% | $6,319-78.1% | $4,249-67.4% |
| Admin fee / account holder | $1,172 | $11,958-90.2% | $15,461-92.4% | $8,951-86.9% |