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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 | $6,700 | $111,787-94.0% | $93,681-92.8% | $145,978-95.4% |
| Participation rate | 53.3% | 74.2%-20.9pp | 68.7%-15.4pp | 80.3%-27.0pp |
| Annual return | 9.70% | 203.52%-193.8pp | 133.47%-123.8pp | 550.52%-540.8pp |
| Employer contribution / active EE | $673 | $3,093-78.3% | $2,422-72.2% | $4,662-85.6% |
| Participant deferral / active EE | $1,128 | $4,918-77.1% | $4,415-74.5% | $6,690-83.1% |
| Admin fee / account holder | $1,752 | $10,256-82.9% | $8,290-78.9% | $13,400-86.9% |