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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 | $7,980 | $132,634-94.0% | $115,768-93.1% | $137,256-94.2% |
| Participation rate | 57.1% | 77.9%-20.7pp | 74.4%-17.3pp | 80.0%-22.8pp |
| Annual return | 17.39% | 160.70%-143.3pp | 100.46%-83.1pp | 220.34%-203.0pp |
| Employer contribution / active EE | $810 | $3,360-75.9% | $2,940-72.5% | $4,156-80.5% |
| Participant deferral / active EE | $950 | $5,619-83.1% | $4,917-80.7% | $6,407-85.2% |
| Admin fee / account holder | $3,951 | $15,028-73.7% | $12,439-68.2% | $12,270-67.8% |