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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 | $7,186 | $117,895-93.9% | $102,460-93.0% | $145,897-95.1% |
| Participation rate | 66.7% | 78.6%-12.0pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 14.02% | 31.92%-17.9pp | 29.47%-15.4pp | 552.29%-538.3pp |
| Employer contribution / active EE | $942 | $3,619-74.0% | $3,025-68.9% | $4,663-79.8% |
| Participant deferral / active EE | $274 | $5,736-95.2% | $5,056-94.6% | $6,689-95.9% |
| Admin fee / account holder | $18,419 | $13,353+37.9% | $9,460+94.7% | $13,390+37.6% |