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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 | $6,678 | $103,966-93.6% | $112,923-94.1% | $75,177-91.1% |
| Participation rate | 68.0% | 75.7%-7.7pp | 80.5%-12.5pp | 67.2%+0.8pp |
| Annual return | 18.79% | 24.54%-5.7pp | 34.13%-15.3pp | 160.75%-142.0pp |
| Employer contribution / active EE | $1,181 | $3,870-69.5% | $4,570-74.2% | $2,671-55.8% |
| Participant deferral / active EE | $1,341 | $5,456-75.4% | $6,520-79.4% | $4,126-67.5% |
| Admin fee / account holder | $713 | $7,663-90.7% | $7,046-89.9% | $5,651-87.4% |