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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 | $7,814 | $114,119-93.2% | $107,187-92.7% | $138,895-94.4% |
| Participation rate | 28.6% | 78.1%-49.5pp | 75.0%-46.4pp | 79.9%-51.3pp |
| Annual return | 27.09% | 273.21%-246.1pp | 204.55%-177.5pp | 145.39%-118.3pp |
| Employer contribution / active EE | $876 | $4,059-78.4% | $3,782-76.8% | $4,194-79.1% |
| Participant deferral / active EE | $1,092 | $5,538-80.3% | $5,096-78.6% | $6,396-82.9% |
| Admin fee / account holder | $1,406 | $10,024-86.0% | $9,162-84.7% | $12,562-88.8% |