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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 | $8,432 | $124,980-93.3% | $108,359-92.2% | $154,746-94.6% |
| Participation rate | 57.1% | 75.2%-18.0pp | 70.1%-13.0pp | 80.7%-23.6pp |
| Annual return | 30.82% | 45.00%-14.2pp | 36.89%-6.1pp | 172.34%-141.5pp |
| Employer contribution / active EE | $859 | $2,851-69.9% | $2,399-64.2% | $4,379-80.4% |
| Participant deferral / active EE | $1,113 | $4,743-76.5% | $4,137-73.1% | $6,730-83.5% |
| Admin fee / account holder | $448 | $11,502-96.1% | $9,741-95.4% | $14,365-96.9% |