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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 | $8,458 | $183,516-95.4% | $155,534-94.6% | $145,884-94.2% |
| Participation rate | 54.5% | 82.7%-28.2pp | 78.2%-23.7pp | 80.3%-25.8pp |
| Annual return | 13.21% | 61.43%-48.2pp | 64.92%-51.7pp | 551.85%-538.6pp |
| Employer contribution / active EE | $1,034 | $5,315-80.5% | $4,675-77.9% | $4,662-77.8% |
| Participant deferral / active EE | $1,044 | $6,467-83.9% | $5,630-81.5% | $6,690-84.4% |
| Admin fee / account holder | $3,075 | $19,293-84.1% | $15,900-80.7% | $13,392-77.0% |