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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 | $5,572 | $167,415-96.7% | $140,514-96.0% | $198,609-97.2% |
| Participation rate | 66.7% | 80.9%-14.2pp | 77.8%-11.1pp | 82.4%-15.7pp |
| Annual return | 8.32% | 13.85%-5.5pp | 14.36%-6.0pp | 202.70%-194.4pp |
| Employer contribution / active EE | $1,887 | $4,088-53.8% | $3,378-44.1% | $5,055-62.7% |
| Participant deferral / active EE | $1,724 | $5,579-69.1% | $4,919-65.0% | $6,977-75.3% |
| Admin fee / account holder | $6,552 | $16,730-60.8% | $13,697-52.2% | $19,030-65.6% |