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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 | $6,289 | $106,749-94.1% | $145,433-95.7% | $82,448-92.4% |
| Participation rate | 60.0% | 75.6%-15.6pp | 82.1%-22.1pp | 68.1%-8.1pp |
| Annual return | 25.77% | 27.59%-1.8pp | 66.58%-40.8pp | 41.64%-15.9pp |
| Employer contribution / active EE | $1,268 | $3,444-63.2% | $4,554-72.2% | $2,551-50.3% |
| Participant deferral / active EE | $1,537 | $6,519-76.4% | $7,897-80.5% | $4,139-62.9% |
| Admin fee / account holder | $572 | $8,390-93.2% | $13,129-95.6% | $7,234-92.1% |