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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 | $8,113 | $85,766-90.5% | $136,298-94.0% | $70,126-88.4% |
| Participation rate | 66.7% | 74.2%-7.5pp | 81.9%-15.3pp | 69.5%-2.9pp |
| Annual return | 35.08% | 31.46%+3.6pp | 5156.27%-5121.2pp | 73.15%-38.1pp |
| Employer contribution / active EE | $1,167 | $2,966-60.7% | $4,696-75.2% | $2,343-50.2% |
| Participant deferral / active EE | $1,939 | $5,051-61.6% | $6,247-69.0% | $3,332-41.8% |
| Admin fee / account holder | $508 | $5,421-90.6% | $9,244-94.5% | $4,645-89.1% |