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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 | $9,238 | $166,131-94.4% | $164,975-94.4% | $145,877-93.7% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 11.32% | 100.37%-89.1pp | 70.12%-58.8pp | 551.28%-540.0pp |
| Employer contribution / active EE | $1,325 | $5,276-74.9% | $4,343-69.5% | $4,663-71.6% |
| Participant deferral / active EE | $1,656 | $6,962-76.2% | $6,033-72.6% | $6,691-75.2% |
| Admin fee / account holder | $2,665 | $16,648-84.0% | $12,688-79.0% | $13,402-80.1% |