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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 | $7,249 | $884,045-99.2% | $453,569-98.4% | $167,536-95.7% |
| Participation rate | 66.7% | 81.6%-14.9pp | 78.0%-11.4pp | 82.1%-15.4pp |
| Annual return | 15.41% | 29.49%-14.1pp | 64.43%-49.0pp | 478.82%-463.4pp |
| Employer contribution / active EE | $1,495 | $5,538-73.0% | $4,072-63.3% | $4,839-69.1% |
| Participant deferral / active EE | $1,535 | $7,898-80.6% | $6,211-75.3% | $6,342-75.8% |
| Admin fee / account holder | $1,050 | $22,063-95.2% | $11,214-90.6% | $12,315-91.5% |