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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 | $7,103 | $93,345-92.4% | $119,126-94.0% | $87,485-91.9% |
| Participation rate | 53.1% | 68.7%-15.6pp | 75.8%-22.6pp | 68.9%-15.8pp |
| Annual return | 40.67% | 19.08%+21.6pp | 282.11%-241.4pp | 26.06%+14.6pp |
| Employer contribution / active EE | $1,120 | $3,172-64.7% | $4,034-72.2% | $2,596-56.9% |
| Participant deferral / active EE | $1,356 | $4,099-66.9% | $5,318-74.5% | $4,274-68.3% |
| Admin fee / account holder | $410 | $8,039-94.9% | $10,693-96.2% | $7,775-94.7% |