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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 | $9,047 | $93,598-90.3% | $135,974-93.3% | $75,173-88.0% |
| Participation rate | 60.8% | 75.2%-14.4pp | 81.9%-21.1pp | 67.2%-6.4pp |
| Annual return | 16.06% | 30.89%-14.8pp | 68.30%-52.2pp | 160.72%-144.7pp |
| Employer contribution / active EE | $1,017 | $3,538-71.3% | $4,859-79.1% | $2,671-61.9% |
| Participant deferral / active EE | $1,761 | $6,405-72.5% | $7,760-77.3% | $4,126-57.3% |
| Admin fee / account holder | $1,501 | $6,978-78.5% | $10,767-86.1% | $5,651-73.4% |