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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 | $8,077 | $124,425-93.5% | $112,040-92.8% | $137,256-94.1% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.5%-26.5pp | 80.0%-30.0pp |
| Annual return | 22.01% | 24.72%-2.7pp | 24.52%-2.5pp | 220.34%-198.3pp |
| Employer contribution / active EE | $896 | $3,411-73.7% | $2,954-69.7% | $4,156-78.4% |
| Participant deferral / active EE | $1,764 | $5,718-69.2% | $5,098-65.4% | $6,407-72.5% |
| Admin fee / account holder | $481 | $15,207-96.8% | $12,098-96.0% | $12,270-96.1% |