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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 | $8,880 | $157,296-94.4% | $141,191-93.7% | $152,897-94.2% |
| Participation rate | 58.8% | 84.8%-26.0pp | 82.5%-23.7pp | 82.5%-23.6pp |
| Annual return | 18.28% | 64.34%-46.1pp | 71.41%-53.1pp | 345.43%-327.1pp |
| Employer contribution / active EE | $1,020 | $5,262-80.6% | $4,736-78.5% | $4,764-78.6% |
| Participant deferral / active EE | $1,600 | $7,111-77.5% | $6,710-76.2% | $5,851-72.7% |
| Admin fee / account holder | $610 | $12,125-95.0% | $10,264-94.1% | $11,599-94.7% |