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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 | $8,358 | $75,183-88.9% | $123,894-93.3% | $55,167-84.9% |
| Participation rate | 53.8% | 72.8%-19.0pp | 81.4%-27.6pp | 69.0%-15.1pp |
| Annual return | 19.71% | 19.01%+0.7pp | 47.52%-27.8pp | 169.23%-149.5pp |
| Employer contribution / active EE | $713 | $2,823-74.7% | $4,617-84.5% | $1,963-63.7% |
| Participant deferral / active EE | $985 | $5,084-80.6% | $5,984-83.5% | $3,054-67.8% |
| Admin fee / account holder | $701 | $663+5.9% | $8,357-91.6% | $504+39.2% |