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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 | $8,696 | $148,629-94.1% | $135,982-93.6% | $139,487-93.8% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 202.67% | 79.33%+123.3pp | 68.32%+134.3pp | 373.84%-171.2pp |
| Employer contribution / active EE | $1,921 | $5,247-63.4% | $4,859-60.5% | $4,755-59.6% |
| Participant deferral / active EE | $974 | $8,102-88.0% | $7,760-87.4% | $6,713-85.5% |
| Admin fee / account holder | $2,236 | $12,406-82.0% | $10,767-79.2% | $11,407-80.4% |