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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 | $5,328 | $72,269-92.6% | $101,271-94.7% | $79,852-93.3% |
| Participation rate | 48.8% | 68.5%-19.7pp | 75.8%-27.0pp | 69.6%-20.9pp |
| Annual return | 39.81% | 22.29%+17.5pp | 46.48%-6.7pp | 31.72%+8.1pp |
| Employer contribution / active EE | $671 | $2,692-75.1% | $3,660-81.7% | $2,471-72.9% |
| Participant deferral / active EE | $1,043 | $3,282-68.2% | $4,371-76.1% | $3,740-72.1% |
| Admin fee / account holder | $1,039 | $4,401-76.4% | $5,948-82.5% | $5,306-80.4% |