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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 | $7,060 | $157,829-95.5% | $136,867-94.8% | $198,609-96.4% |
| Participation rate | 66.7% | 77.2%-10.5pp | 74.5%-7.9pp | 82.4%-15.7pp |
| Annual return | 11.73% | 51.25%-39.5pp | 42.97%-31.2pp | 202.70%-191.0pp |
| Employer contribution / active EE | $1,168 | $3,923-70.2% | $3,547-67.1% | $5,055-76.9% |
| Participant deferral / active EE | $1,205 | $5,463-78.0% | $4,924-75.5% | $6,977-82.7% |
| Admin fee / account holder | $1,717 | $11,107-84.5% | $10,340-83.4% | $19,030-91.0% |