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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 | $8,284 | $105,200-92.1% | $159,474-94.8% | $85,847-90.4% |
| Participation rate | 59.0% | 75.8%-16.8pp | 82.8%-23.9pp | 69.3%-10.3pp |
| Annual return | 15.01% | 45.08%-30.1pp | 263.68%-248.7pp | 318.61%-303.6pp |
| Employer contribution / active EE | $1,156 | $3,319-65.2% | $4,831-76.1% | $2,565-54.9% |
| Participant deferral / active EE | $1,691 | $5,946-71.6% | $7,353-77.0% | $3,952-57.2% |
| Admin fee / account holder | $773 | $6,934-88.9% | $10,802-92.8% | $6,261-87.7% |