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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 | $7,150 | $104,937-93.2% | $84,628-91.6% | $152,897-95.3% |
| Participation rate | 30.8% | 74.8%-44.1pp | 68.2%-37.5pp | 82.5%-51.7pp |
| Annual return | 19.46% | 373.88%-354.4pp | 258.80%-239.3pp | 345.43%-326.0pp |
| Employer contribution / active EE | $441 | $3,303-86.7% | $2,653-83.4% | $4,764-90.7% |
| Participant deferral / active EE | $526 | $4,690-88.8% | $3,900-86.5% | $5,851-91.0% |
| Admin fee / account holder | $12,794 | $6,243+104.9% | $4,914+160.4% | $11,599+10.3% |