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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 | $7,861 | $89,370-91.2% | $141,197-94.4% | $72,976-89.2% |
| Participation rate | 55.3% | 75.1%-19.9pp | 82.5%-27.2pp | 69.5%-14.2pp |
| Annual return | 35.34% | 111.88%-76.5pp | 71.41%-36.1pp | 81.02%-45.7pp |
| Employer contribution / active EE | $1,267 | $3,115-59.3% | $4,736-73.3% | $2,440-48.1% |
| Participant deferral / active EE | $1,881 | $5,419-65.3% | $6,710-72.0% | $3,608-47.9% |
| Admin fee / account holder | $347 | $5,957-94.2% | $10,265-96.6% | $5,124-93.2% |