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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 | $8,403 | $111,830-92.5% | $93,696-91.0% | $145,884-94.2% |
| Participation rate | 57.1% | 74.2%-17.1pp | 68.7%-11.6pp | 80.3%-23.2pp |
| Annual return | 17.28% | 204.08%-186.8pp | 133.74%-116.5pp | 551.85%-534.6pp |
| Employer contribution / active EE | $595 | $3,093-80.8% | $2,422-75.5% | $4,662-87.2% |
| Participant deferral / active EE | $627 | $4,920-87.3% | $4,417-85.8% | $6,690-90.6% |
| Admin fee / account holder | $1,448 | $10,249-85.9% | $8,287-82.5% | $13,392-89.2% |