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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 | $8,488 | $115,814-92.7% | $101,275-91.6% | $158,982-94.7% |
| Participation rate | 62.5% | 79.4%-16.9pp | 75.8%-13.3pp | 82.0%-19.5pp |
| Annual return | 11.63% | 56.16%-44.5pp | 46.48%-34.9pp | 302.99%-291.4pp |
| Employer contribution / active EE | $802 | $4,176-80.8% | $3,660-78.1% | $4,763-83.2% |
| Participant deferral / active EE | $1,334 | $4,958-73.1% | $4,371-69.5% | $5,983-77.7% |
| Admin fee / account holder | $664 | $7,249-90.8% | $5,948-88.8% | $11,252-94.1% |