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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 | $8,435 | $98,760-91.5% | $149,715-94.4% | $79,858-89.4% |
| Participation rate | 55.6% | 75.8%-20.2pp | 82.5%-26.9pp | 69.6%-14.1pp |
| Annual return | 15.48% | 27.43%-11.9pp | 276.66%-261.2pp | 31.72%-16.2pp |
| Employer contribution / active EE | $607 | $3,217-81.1% | $4,645-86.9% | $2,471-75.4% |
| Participant deferral / active EE | $880 | $5,681-84.5% | $6,842-87.1% | $3,740-76.5% |
| Admin fee / account holder | $1,321 | $6,053-78.2% | $9,310-85.8% | $5,306-75.1% |