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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 | $7,435 | $115,810-93.6% | $101,271-92.7% | $158,966-95.3% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.8%-15.8pp | 82.0%-22.0pp |
| Annual return | 11.88% | 56.15%-44.3pp | 46.48%-34.6pp | 302.95%-291.1pp |
| Employer contribution / active EE | $768 | $4,175-81.6% | $3,660-79.0% | $4,762-83.9% |
| Participant deferral / active EE | $826 | $4,958-83.3% | $4,371-81.1% | $5,983-86.2% |
| Admin fee / account holder | $2,308 | $7,248-68.2% | $5,948-61.2% | $11,250-79.5% |