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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 | $7,087 | $118,877-94.0% | $96,570-92.7% | $167,536-95.8% |
| Participation rate | 56.3% | 75.5%-19.2pp | 69.8%-13.6pp | 82.1%-25.9pp |
| Annual return | 12.45% | 50.50%-38.1pp | 37.79%-25.3pp | 478.82%-466.4pp |
| Employer contribution / active EE | $644 | $3,121-79.3% | $2,357-72.7% | $4,839-86.7% |
| Participant deferral / active EE | $999 | $4,617-78.4% | $3,849-74.0% | $6,342-84.2% |
| Admin fee / account holder | $360 | $8,069-95.5% | $6,182-94.2% | $12,315-97.1% |