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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 | $8,875 | $125,190-92.9% | $105,624-91.6% | $145,897-93.9% |
| Participation rate | 44.4% | 77.6%-33.2pp | 75.3%-30.8pp | 80.3%-35.9pp |
| Annual return | 10.52% | 225.22%-214.7pp | 116.20%-105.7pp | 552.29%-541.8pp |
| Employer contribution / active EE | $913 | $3,720-75.5% | $3,168-71.2% | $4,663-80.4% |
| Participant deferral / active EE | $998 | $5,716-82.5% | $5,013-80.1% | $6,689-85.1% |
| Admin fee / account holder | $1,576 | $17,138-90.8% | $10,961-85.6% | $13,390-88.2% |