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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 | $7,415 | $103,393-92.8% | $87,103-91.5% | $152,909-95.2% |
| Participation rate | 35.7% | 79.4%-43.6pp | 76.9%-41.2pp | 82.5%-46.7pp |
| Annual return | 19.23% | 28.10%-8.9pp | 28.19%-9.0pp | 345.46%-326.2pp |
| Employer contribution / active EE | $669 | $3,221-79.2% | $2,521-73.5% | $4,764-86.0% |
| Participant deferral / active EE | $880 | $4,778-81.6% | $4,049-78.3% | $5,851-85.0% |
| Admin fee / account holder | $2,617 | $12,195-78.5% | $7,491-65.1% | $11,601-77.4% |