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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 | $7,945 | $77,908-89.8% | $149,696-94.7% | $75,173-89.4% |
| Participation rate | 66.7% | 65.6%+1.1pp | 78.8%-12.1pp | 67.2%-0.5pp |
| Annual return | 15.57% | 31.73%-16.2pp | 134.46%-118.9pp | 160.72%-145.1pp |
| Employer contribution / active EE | $4,160 | $3,138+32.6% | $4,821-13.7% | $2,671+55.7% |
| Participant deferral / active EE | $168 | $3,411-95.1% | $5,682-97.0% | $4,126-95.9% |
| Admin fee / account holder | $536 | $5,950-91.0% | $13,212-95.9% | $5,651-90.5% |