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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 | $7,179 | $118,875-94.0% | $96,572-92.6% | $167,553-95.7% |
| Participation rate | 66.7% | 75.5%-8.8pp | 69.8%-3.2pp | 82.1%-15.4pp |
| Annual return | 15.78% | 50.50%-34.7pp | 37.79%-22.0pp | 478.89%-463.1pp |
| Employer contribution / active EE | $578 | $3,121-81.5% | $2,357-75.5% | $4,840-88.1% |
| Participant deferral / active EE | $838 | $4,617-81.8% | $3,850-78.2% | $6,343-86.8% |
| Admin fee / account holder | $1,381 | $8,070-82.9% | $6,183-77.7% | $12,316-88.8% |