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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 | $7,380 | $102,385-92.8% | $147,080-95.0% | $80,935-90.9% |
| Participation rate | 56.0% | 75.9%-19.9pp | 82.2%-26.2pp | 67.7%-11.7pp |
| Annual return | 35.78% | 135.09%-99.3pp | 420.17%-384.4pp | 35.66%+0.1pp |
| Employer contribution / active EE | $1,267 | $3,717-65.9% | $4,933-74.3% | $2,757-54.0% |
| Participant deferral / active EE | $2,195 | $6,651-67.0% | $8,066-72.8% | $4,299-48.9% |
| Admin fee / account holder | $364 | $7,951-95.4% | $12,989-97.2% | $6,924-94.8% |