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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 | $7,463 | $165,361-95.5% | $149,715-95.0% | $158,950-95.3% |
| Participation rate | 38.9% | 84.6%-45.7pp | 82.5%-43.6pp | 82.0%-43.1pp |
| Annual return | 17.30% | 348.24%-330.9pp | 276.66%-259.4pp | 302.91%-285.6pp |
| Employer contribution / active EE | $914 | $5,103-82.1% | $4,645-80.3% | $4,762-80.8% |
| Participant deferral / active EE | $1,140 | $7,182-84.1% | $6,842-83.3% | $5,983-80.9% |
| Admin fee / account holder | $1,573 | $10,808-85.5% | $9,310-83.1% | $11,248-86.0% |