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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 | $3,332 | $135,956-97.5% | $123,894-97.3% | $273,972-98.8% |
| Participation rate | 25.0% | 84.1%-59.1pp | 81.4%-56.4pp | 83.0%-58.0pp |
| Annual return | 7.10% | 56.63%-49.5pp | 47.52%-40.4pp | 41.46%-34.4pp |
| Employer contribution / active EE | $859 | $5,170-83.4% | $4,617-81.4% | $4,869-82.4% |
| Participant deferral / active EE | $1,062 | $6,343-83.3% | $5,984-82.3% | $5,287-79.9% |
| Admin fee / account holder | $5,232 | $9,817-46.7% | $8,357-37.4% | $10,133-48.4% |