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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 | $8,287 | $160,040-94.8% | $147,096-94.4% | $145,877-94.3% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 14.56% | 98.49%-83.9pp | 419.75%-405.2pp | 551.28%-536.7pp |
| Employer contribution / active EE | $1,088 | $5,289-79.4% | $4,936-78.0% | $4,663-76.7% |
| Participant deferral / active EE | $1,088 | $8,429-87.1% | $8,071-86.5% | $6,691-83.7% |
| Admin fee / account holder | $363 | $15,050-97.6% | $13,005-97.2% | $13,402-97.3% |