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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 | $7,329 | $135,905-94.6% | $126,068-94.2% | $198,609-96.3% |
| Participation rate | 50.0% | 85.6%-35.6pp | 84.7%-34.7pp | 82.4%-32.4pp |
| Annual return | 19.48% | 14.07%+5.4pp | 15.01%+4.5pp | 202.70%-183.2pp |
| Employer contribution / active EE | $1,409 | $4,245-66.8% | $3,968-64.5% | $5,055-72.1% |
| Participant deferral / active EE | $1,224 | $8,523-85.6% | $8,214-85.1% | $6,977-82.5% |
| Admin fee / account holder | $3,301 | $21,036-84.3% | $18,264-81.9% | $19,030-82.7% |