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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 | $6,797 | $65,367-89.6% | $92,915-92.7% | $72,976-90.7% |
| Participation rate | 50.0% | 68.3%-18.3pp | 76.0%-26.0pp | 69.5%-19.5pp |
| Annual return | 51.53% | 42.11%+9.4pp | 109.45%-57.9pp | 81.02%-29.5pp |
| Employer contribution / active EE | $871 | $2,594-66.4% | $3,653-76.2% | $2,440-64.3% |
| Participant deferral / active EE | $1,118 | $3,128-64.3% | $4,238-73.6% | $3,608-69.0% |
| Admin fee / account holder | $369 | $4,251-91.3% | $5,796-93.6% | $5,124-92.8% |