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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 | $7,258 | $111,535-93.5% | $105,223-93.1% | $137,256-94.7% |
| Participation rate | 39.1% | 78.1%-39.0pp | 75.0%-35.9pp | 80.0%-40.8pp |
| Annual return | 15.45% | 237.85%-222.4pp | 180.65%-165.2pp | 220.34%-204.9pp |
| Employer contribution / active EE | $1,140 | $3,939-71.1% | $3,689-69.1% | $4,156-72.6% |
| Participant deferral / active EE | $462 | $5,500-91.6% | $5,072-90.9% | $6,407-92.8% |
| Admin fee / account holder | $379 | $9,721-96.1% | $8,859-95.7% | $12,270-96.9% |