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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 | $8,419 | $118,877-92.9% | $96,570-91.3% | $167,536-95.0% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.8%-19.8pp | 82.1%-32.1pp |
| Annual return | 10.21% | 50.50%-40.3pp | 37.79%-27.6pp | 478.82%-468.6pp |
| Employer contribution / active EE | $575 | $3,121-81.6% | $2,357-75.6% | $4,839-88.1% |
| Participant deferral / active EE | $920 | $4,617-80.1% | $3,849-76.1% | $6,342-85.5% |
| Admin fee / account holder | $855 | $8,069-89.4% | $6,182-86.2% | $12,315-93.1% |