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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 | $7,806 | $76,551-89.8% | $123,894-93.7% | $62,881-87.6% |
| Participation rate | 38.9% | 73.0%-34.1pp | 81.4%-42.5pp | 69.3%-30.4pp |
| Annual return | 88.89% | 18.68%+70.2pp | 47.52%+41.4pp | 20.14%+68.7pp |
| Employer contribution / active EE | $907 | $2,882-68.5% | $4,617-80.4% | $2,281-60.2% |
| Participant deferral / active EE | $1,178 | $4,840-75.7% | $5,984-80.3% | $3,203-63.2% |
| Admin fee / account holder | $1,251 | $4,826-74.1% | $8,357-85.0% | $4,296-70.9% |