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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 | $9,042 | $102,638-91.2% | $81,991-89.0% | $158,966-94.3% |
| Participation rate | 64.7% | 75.5%-10.8pp | 69.3%-4.5pp | 82.0%-17.3pp |
| Annual return | 8.41% | 61.05%-52.6pp | 41.31%-32.9pp | 302.95%-294.5pp |
| Employer contribution / active EE | $620 | $3,241-80.9% | $2,498-75.2% | $4,762-87.0% |
| Participant deferral / active EE | $722 | $4,649-84.5% | $3,722-80.6% | $5,983-87.9% |
| Admin fee / account holder | $3,755 | $8,237-54.4% | $5,665-33.7% | $11,250-66.6% |