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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 | $8,523 | $157,296-94.6% | $141,191-94.0% | $152,897-94.4% |
| Participation rate | 54.5% | 84.8%-30.3pp | 82.5%-27.9pp | 82.5%-27.9pp |
| Annual return | 38.57% | 64.34%-25.8pp | 71.41%-32.8pp | 345.43%-306.9pp |
| Employer contribution / active EE | $2,163 | $5,262-58.9% | $4,736-54.3% | $4,764-54.6% |
| Participant deferral / active EE | $2,185 | $7,111-69.3% | $6,710-67.4% | $5,851-62.7% |
| Admin fee / account holder | $1,933 | $12,125-84.1% | $10,264-81.2% | $11,599-83.3% |