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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 | $8,934 | $118,708-92.5% | $98,920-91.0% | $158,982-94.4% |
| Participation rate | 50.0% | 77.8%-27.8pp | 76.0%-26.0pp | 82.0%-32.0pp |
| Annual return | 13.87% | 372.49%-358.6pp | 196.47%-182.6pp | 302.99%-289.1pp |
| Employer contribution / active EE | $670 | $3,334-79.9% | $2,689-75.1% | $4,763-85.9% |
| Participant deferral / active EE | $1,261 | $5,089-75.2% | $4,245-70.3% | $5,983-78.9% |
| Admin fee / account holder | $556 | $10,134-94.5% | $6,643-91.6% | $11,252-95.1% |