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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 | $9,164 | $107,944-91.5% | $91,994-90.0% | $152,885-94.0% |
| Participation rate | 52.2% | 81.2%-29.0pp | 78.6%-26.5pp | 82.5%-30.3pp |
| Annual return | 180.07% | 89.26%+90.8pp | 69.03%+111.0pp | 345.39%-165.3pp |
| Employer contribution / active EE | $617 | $4,210-85.3% | $3,452-82.1% | $4,763-87.0% |
| Participant deferral / active EE | $1,455 | $6,365-77.1% | $5,923-75.4% | $5,851-75.1% |
| Admin fee / account holder | $733 | $10,521-93.0% | $7,743-90.5% | $11,598-93.7% |