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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 | $7,679 | $106,524-92.8% | $152,301-95.0% | $87,485-91.2% |
| Participation rate | 57.1% | 75.8%-18.6pp | 82.4%-25.3pp | 68.9%-11.8pp |
| Annual return | 22.04% | 26.89%-4.8pp | 80.50%-58.5pp | 26.06%-4.0pp |
| Employer contribution / active EE | $1,052 | $3,371-68.8% | $4,624-77.3% | $2,596-59.5% |
| Participant deferral / active EE | $1,993 | $6,525-69.5% | $8,004-75.1% | $4,274-53.4% |
| Admin fee / account holder | $694 | $8,287-91.6% | $14,398-95.2% | $7,775-91.1% |