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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 | $7,288 | $208,088-96.5% | $186,193-96.1% | $154,746-95.3% |
| Participation rate | 55.6% | 80.0%-24.4pp | 77.1%-21.6pp | 80.7%-25.1pp |
| Annual return | 15.27% | 89.97%-74.7pp | 78.03%-62.8pp | 172.34%-157.1pp |
| Employer contribution / active EE | $504 | $4,340-88.4% | $3,918-87.1% | $4,379-88.5% |
| Participant deferral / active EE | $478 | $7,078-93.2% | $6,513-92.7% | $6,730-92.9% |
| Admin fee / account holder | $1,311 | $11,698-88.8% | $11,058-88.1% | $14,365-90.9% |