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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 | $6,608 | $108,882-93.9% | $96,754-93.2% | $154,746-95.7% |
| Participation rate | 40.0% | 75.1%-35.1pp | 70.3%-30.3pp | 80.7%-40.7pp |
| Annual return | 13.60% | 98.39%-84.8pp | 82.04%-68.4pp | 172.34%-158.7pp |
| Employer contribution / active EE | $838 | $3,018-72.2% | $2,679-68.7% | $4,379-80.9% |
| Participant deferral / active EE | $662 | $5,323-87.6% | $4,758-86.1% | $6,730-90.2% |
| Admin fee / account holder | $539 | $10,200-94.7% | $8,905-93.9% | $14,365-96.2% |