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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 | $8,902 | $96,491-90.8% | $75,894-88.3% | $152,885-94.2% |
| Participation rate | 40.0% | 76.2%-36.2pp | 69.3%-29.3pp | 82.5%-42.5pp |
| Annual return | 16.62% | 33.98%-17.4pp | 30.76%-14.1pp | 345.39%-328.8pp |
| Employer contribution / active EE | $859 | $3,310-74.0% | $2,501-65.6% | $4,763-82.0% |
| Participant deferral / active EE | $929 | $4,553-79.6% | $3,603-74.2% | $5,851-84.1% |
| Admin fee / account holder | $1,296 | $8,079-84.0% | $5,420-76.1% | $11,598-88.8% |