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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 | $8,689 | $211,288-95.9% | $178,540-95.1% | $145,884-94.0% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 14.36% | 30.27%-15.9pp | 27.15%-12.8pp | 551.85%-537.5pp |
| Employer contribution / active EE | $1,109 | $4,574-75.8% | $3,953-72.0% | $4,662-76.2% |
| Participant deferral / active EE | $1,109 | $6,967-84.1% | $6,281-82.3% | $6,690-83.4% |
| Admin fee / account holder | $505 | $12,105-95.8% | $10,424-95.2% | $13,392-96.2% |