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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 | $8,257 | $112,112-92.6% | $95,956-91.4% | $158,950-94.8% |
| Participation rate | 45.0% | 79.0%-34.0pp | 77.1%-32.1pp | 82.0%-37.0pp |
| Annual return | 11.34% | 171.15%-159.8pp | 91.63%-80.3pp | 302.91%-291.6pp |
| Employer contribution / active EE | $868 | $3,199-72.9% | $2,541-65.8% | $4,762-81.8% |
| Participant deferral / active EE | $1,471 | $4,784-69.2% | $4,167-64.7% | $5,983-75.4% |
| Admin fee / account holder | $3,219 | $10,134-68.2% | $6,797-52.6% | $11,248-71.4% |