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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 | $8,688 | $89,367-90.3% | $141,191-93.8% | $72,975-88.1% |
| Participation rate | 65.0% | 75.1%-10.1pp | 82.5%-17.5pp | 69.5%-4.5pp |
| Annual return | 53.81% | 111.87%-58.1pp | 71.41%-17.6pp | 81.01%-27.2pp |
| Employer contribution / active EE | $2,287 | $3,115-26.6% | $4,736-51.7% | $2,440-6.3% |
| Participant deferral / active EE | $1,974 | $5,419-63.6% | $6,710-70.6% | $3,608-45.3% |
| Admin fee / account holder | $986 | $5,957-83.4% | $10,264-90.4% | $5,124-80.8% |