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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 | $7,985 | $110,212-92.8% | $96,534-91.7% | $139,466-94.3% |
| Participation rate | 40.0% | 78.1%-38.1pp | 76.0%-36.0pp | 80.3%-40.3pp |
| Annual return | 18.67% | 26.42%-7.7pp | 25.88%-7.2pp | 373.66%-355.0pp |
| Employer contribution / active EE | $915 | $3,620-74.7% | $2,965-69.2% | $4,754-80.8% |
| Participant deferral / active EE | $1,106 | $5,547-80.1% | $4,851-77.2% | $6,712-83.5% |
| Admin fee / account holder | $1,073 | $11,599-90.7% | $8,253-87.0% | $11,409-90.6% |