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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 | $8,808 | $89,367-90.1% | $141,191-93.8% | $72,975-87.9% |
| Participation rate | 27.0% | 75.1%-48.1pp | 82.5%-55.4pp | 69.5%-42.5pp |
| Annual return | 38.93% | 111.87%-72.9pp | 71.41%-32.5pp | 81.01%-42.1pp |
| Employer contribution / active EE | $701 | $3,115-77.5% | $4,736-85.2% | $2,440-71.3% |
| Participant deferral / active EE | $1,753 | $5,419-67.7% | $6,710-73.9% | $3,608-51.4% |
| Admin fee / account holder | $446 | $5,957-92.5% | $10,264-95.7% | $5,124-91.3% |