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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 | $8,374 | $117,846-92.9% | $102,434-91.8% | $145,884-94.3% |
| Participation rate | 37.5% | 78.6%-41.1pp | 76.5%-39.0pp | 80.3%-42.8pp |
| Annual return | 10.55% | 31.90%-21.3pp | 29.46%-18.9pp | 551.85%-541.3pp |
| Employer contribution / active EE | $893 | $3,615-75.3% | $3,023-70.5% | $4,662-80.9% |
| Participant deferral / active EE | $893 | $5,733-84.4% | $5,055-82.3% | $6,690-86.7% |
| Admin fee / account holder | $4,880 | $13,356-63.5% | $9,462-48.4% | $13,392-63.6% |