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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 | $6,896 | $115,810-94.0% | $101,271-93.2% | $158,966-95.7% |
| Participation rate | 44.4% | 79.4%-34.9pp | 75.8%-31.4pp | 82.0%-37.5pp |
| Annual return | 11.69% | 56.15%-44.5pp | 46.48%-34.8pp | 302.95%-291.3pp |
| Employer contribution / active EE | $845 | $4,175-79.8% | $3,660-76.9% | $4,762-82.2% |
| Participant deferral / active EE | $1,261 | $4,958-74.6% | $4,371-71.1% | $5,983-78.9% |
| Admin fee / account holder | $2,667 | $7,248-63.2% | $5,948-55.2% | $11,250-76.3% |