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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 | $7,063 | $157,829-95.5% | $136,867-94.8% | $198,609-96.4% |
| Participation rate | 62.5% | 77.2%-14.7pp | 74.5%-12.0pp | 82.4%-19.9pp |
| Annual return | 20.68% | 51.25%-30.6pp | 42.97%-22.3pp | 202.70%-182.0pp |
| Employer contribution / active EE | $776 | $3,923-80.2% | $3,547-78.1% | $5,055-84.7% |
| Participant deferral / active EE | $1,078 | $5,463-80.3% | $4,924-78.1% | $6,977-84.6% |
| Admin fee / account holder | $312 | $11,107-97.2% | $10,340-97.0% | $19,030-98.4% |