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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 | $7,207 | $86,050-91.6% | $189,758-96.2% | $94,015-92.3% |
| Participation rate | 34.9% | 68.9%-34.0pp | 79.8%-44.9pp | 70.8%-35.9pp |
| Annual return | 19.79% | 17.77%+2.0pp | 52.62%-32.8pp | 17.84%+2.0pp |
| Employer contribution / active EE | $698 | $2,819-75.3% | $4,767-85.4% | $2,790-75.0% |
| Participant deferral / active EE | $894 | $3,349-73.3% | $5,856-84.7% | $4,249-79.0% |
| Admin fee / account holder | $607 | $6,627-90.8% | $20,388-97.0% | $8,951-93.2% |