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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 | $9,695 | $93,589-89.6% | $135,942-92.9% | $75,181-87.1% |
| Participation rate | 40.0% | 75.2%-35.2pp | 81.9%-41.9pp | 67.2%-27.2pp |
| Annual return | 34.59% | 30.90%+3.7pp | 68.28%-33.7pp | 160.69%-126.1pp |
| Employer contribution / active EE | $1,354 | $3,537-61.7% | $4,858-72.1% | $2,671-49.3% |
| Participant deferral / active EE | $1,405 | $6,405-78.1% | $7,759-81.9% | $4,126-65.9% |
| Admin fee / account holder | $681 | $6,977-90.2% | $10,764-93.7% | $5,650-87.9% |