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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 | $8,543 | $100,911-91.5% | $90,440-90.6% | $158,966-94.6% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 16.59% | 1726.62%-1710.0pp | 1294.38%-1277.8pp | 302.95%-286.4pp |
| Employer contribution / active EE | $2,635 | $3,690-28.6% | $3,263-19.2% | $4,762-44.7% |
| Participant deferral / active EE | $510 | $4,348-88.3% | $3,964-87.1% | $5,983-91.5% |
| Admin fee / account holder | $717 | $6,507-89.0% | $5,615-87.2% | $11,250-93.6% |