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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 | $8,232 | $103,008-92.0% | $90,304-90.9% | $152,897-94.6% |
| Participation rate | 56.3% | 75.9%-19.6pp | 73.3%-17.0pp | 82.5%-26.2pp |
| Annual return | 25.01% | 95.22%-70.2pp | 78.13%-53.1pp | 345.43%-320.4pp |
| Employer contribution / active EE | $280 | $3,139-91.1% | $2,855-90.2% | $4,764-94.1% |
| Participant deferral / active EE | $482 | $4,281-88.7% | $3,885-87.6% | $5,851-91.8% |
| Admin fee / account holder | $1,154 | $6,175-81.3% | $5,354-78.4% | $11,599-90.1% |