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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 | $8,327 | $208,088-96.0% | $186,193-95.5% | $154,746-94.6% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.1%-27.1pp | 80.7%-30.7pp |
| Annual return | 13.93% | 89.97%-76.0pp | 78.03%-64.1pp | 172.34%-158.4pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $894 | $7,078-87.4% | $6,513-86.3% | $6,730-86.7% |
| Admin fee / account holder | $3,351 | $11,698-71.4% | $11,058-69.7% | $14,365-76.7% |