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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 | $7,165 | $106,247-93.3% | $96,515-92.6% | $139,466-94.9% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 75.37% | 38.47%+36.9pp | 35.73%+39.6pp | 373.66%-298.3pp |
| Employer contribution / active EE | $940 | $4,106-77.1% | $3,740-74.9% | $4,754-80.2% |
| Participant deferral / active EE | $1,326 | $5,456-75.7% | $4,880-72.8% | $6,712-80.2% |
| Admin fee / account holder | $398 | $7,885-94.9% | $6,735-94.1% | $11,409-96.5% |