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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 | $6,499 | $93,345-93.0% | $119,126-94.5% | $87,485-92.6% |
| Participation rate | 60.0% | 68.7%-8.7pp | 75.8%-15.8pp | 68.9%-8.9pp |
| Annual return | 20.90% | 19.08%+1.8pp | 282.11%-261.2pp | 26.06%-5.2pp |
| Employer contribution / active EE | $867 | $3,172-72.7% | $4,034-78.5% | $2,596-66.6% |
| Participant deferral / active EE | $1,275 | $4,099-68.9% | $5,318-76.0% | $4,274-70.2% |
| Admin fee / account holder | $851 | $8,039-89.4% | $10,693-92.0% | $7,775-89.1% |