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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 | $8,600 | $106,247-91.9% | $96,515-91.1% | $139,466-93.8% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 22.65% | 38.47%-15.8pp | 35.73%-13.1pp | 373.66%-351.0pp |
| Employer contribution / active EE | $804 | $4,106-80.4% | $3,740-78.5% | $4,754-83.1% |
| Participant deferral / active EE | $1,360 | $5,456-75.1% | $4,880-72.1% | $6,712-79.7% |
| Admin fee / account holder | $920 | $7,885-88.3% | $6,735-86.3% | $11,409-91.9% |