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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 | $9,106 | $99,652-90.9% | $78,778-88.4% | $147,586-93.8% |
| Participation rate | 21.7% | 76.2%-54.5pp | 69.2%-47.5pp | 82.8%-61.1pp |
| Annual return | 31.13% | 47.28%-16.1pp | 35.62%-4.5pp | 578.59%-547.5pp |
| Employer contribution / active EE | $722 | $2,796-74.2% | $1,986-63.7% | $4,876-85.2% |
| Participant deferral / active EE | $734 | $3,664-80.0% | $2,958-75.2% | $5,439-86.5% |
| Admin fee / account holder | $686 | $7,155-90.4% | $5,134-86.6% | $10,886-93.7% |