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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 | $1,518 | $110,379-98.6% | $102,412-98.5% | $145,884-99.0% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 16.72% | 24.84%-8.1pp | 24.94%-8.2pp | 551.85%-535.1pp |
| Employer contribution / active EE | $1,140 | $4,216-73.0% | $3,870-70.5% | $4,662-75.5% |
| Participant deferral / active EE | $1,435 | $5,622-74.5% | $5,060-71.6% | $6,690-78.5% |
| Admin fee / account holder | $8,402 | $9,745-13.8% | $8,388+0.2% | $13,392-37.3% |