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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 | $8,671 | $103,008-91.6% | $90,304-90.4% | $152,897-94.3% |
| Participation rate | 20.0% | 75.9%-55.9pp | 73.3%-53.3pp | 82.5%-62.5pp |
| Annual return | 14.92% | 95.22%-80.3pp | 78.13%-63.2pp | 345.43%-330.5pp |
| Employer contribution / active EE | $699 | $3,139-77.7% | $2,855-75.5% | $4,764-85.3% |
| Participant deferral / active EE | $320 | $4,281-92.5% | $3,885-91.8% | $5,851-94.5% |
| Admin fee / account holder | $3,243 | $6,175-47.5% | $5,354-39.4% | $11,599-72.0% |