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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 | $8,183 | $117,846-93.1% | $102,434-92.0% | $145,884-94.4% |
| Participation rate | 42.9% | 78.6%-35.8pp | 76.5%-33.7pp | 80.3%-37.4pp |
| Annual return | 12.69% | 31.90%-19.2pp | 29.46%-16.8pp | 551.85%-539.2pp |
| Employer contribution / active EE | $1,019 | $3,615-71.8% | $3,023-66.3% | $4,662-78.1% |
| Participant deferral / active EE | $1,137 | $5,733-80.2% | $5,055-77.5% | $6,690-83.0% |
| Admin fee / account holder | $6,416 | $13,356-52.0% | $9,462-32.2% | $13,392-52.1% |