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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 | $7,988 | $123,155-93.5% | $108,753-92.7% | $155,188-94.9% |
| Participation rate | 41.7% | 75.6%-34.0pp | 71.1%-29.4pp | 80.8%-39.1pp |
| Annual return | 19.16% | 44.73%-25.6pp | 37.47%-18.3pp | 148.84%-129.7pp |
| Employer contribution / active EE | $465 | $2,811-83.5% | $2,427-80.8% | $4,248-89.1% |
| Participant deferral / active EE | $1,016 | $4,623-78.0% | $4,115-75.3% | $6,531-84.4% |
| Admin fee / account holder | $646 | $12,126-94.7% | $10,320-93.7% | $14,480-95.5% |