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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 | $8,324 | $113,941-92.7% | $94,229-91.2% | $125,389-93.4% |
| Participation rate | 50.0% | 82.9%-32.9pp | 78.8%-28.8pp | 83.2%-33.2pp |
| Annual return | 4.22% | 5.29%-1.1pp | 10.68%-6.5pp | 282.24%-278.0pp |
| Employer contribution / active EE | $1,005 | $4,727-78.7% | $3,587-72.0% | $4,866-79.3% |
| Participant deferral / active EE | $1,160 | $5,179-77.6% | $4,320-73.2% | $5,352-78.3% |
| Admin fee / account holder | $12,006 | $8,392+43.1% | $6,269+91.5% | $9,541+25.8% |