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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 | $7,103 | $96,731-92.7% | $123,973-94.3% | $86,983-91.8% |
| Participation rate | 53.1% | 70.0%-16.9pp | 76.7%-23.5pp | 69.5%-16.4pp |
| Annual return | 40.67% | 17.33%+23.3pp | 388.13%-347.5pp | 25.83%+14.8pp |
| Employer contribution / active EE | $1,120 | $3,297-66.0% | $4,126-72.9% | $2,584-56.7% |
| Participant deferral / active EE | $1,356 | $4,152-67.3% | $5,247-74.2% | $4,194-67.7% |
| Admin fee / account holder | $410 | $8,722-95.3% | $11,799-96.5% | $7,856-94.8% |