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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 | $8,497 | $103,392-91.8% | $87,104-90.2% | $152,897-94.4% |
| Participation rate | 42.1% | 79.4%-37.2pp | 76.9%-34.8pp | 82.5%-40.3pp |
| Annual return | 24.45% | 28.10%-3.7pp | 28.19%-3.7pp | 345.43%-321.0pp |
| Employer contribution / active EE | $929 | $3,221-71.1% | $2,521-63.1% | $4,764-80.5% |
| Participant deferral / active EE | $1,168 | $4,778-75.6% | $4,048-71.2% | $5,851-80.0% |
| Admin fee / account holder | $1,549 | $12,194-87.3% | $7,491-79.3% | $11,599-86.6% |