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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 | $7,422 | $93,598-92.1% | $135,974-94.5% | $75,173-90.1% |
| Participation rate | 38.5% | 75.2%-36.7pp | 81.9%-43.5pp | 67.2%-28.7pp |
| Annual return | 15.43% | 30.89%-15.5pp | 68.30%-52.9pp | 160.72%-145.3pp |
| Employer contribution / active EE | $801 | $3,538-77.4% | $4,859-83.5% | $2,671-70.0% |
| Participant deferral / active EE | $1,097 | $6,405-82.9% | $7,760-85.9% | $4,126-73.4% |
| Admin fee / account holder | $3,917 | $6,978-43.9% | $10,767-63.6% | $5,651-30.7% |