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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 | $123,155-93.2% | $108,753-92.2% | $155,188-94.6% |
| Participation rate | 57.1% | 75.6%-18.5pp | 71.1%-13.9pp | 80.8%-23.7pp |
| Annual return | 30.82% | 44.73%-13.9pp | 37.47%-6.6pp | 148.84%-118.0pp |
| Employer contribution / active EE | $859 | $2,811-69.4% | $2,427-64.6% | $4,248-79.8% |
| Participant deferral / active EE | $1,113 | $4,623-75.9% | $4,115-72.9% | $6,531-83.0% |
| Admin fee / account holder | $448 | $12,126-96.3% | $10,320-95.7% | $14,480-96.9% |