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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 | $11,172 | $98,240-88.6% | $82,312-86.4% | $147,586-92.4% |
| Participation rate | 58.3% | 79.7%-21.4pp | 76.9%-18.6pp | 82.8%-24.5pp |
| Annual return | 12.67% | 30.85%-18.2pp | 25.88%-13.2pp | 578.59%-565.9pp |
| Employer contribution / active EE | $845 | $3,192-73.5% | $2,428-65.2% | $4,876-82.7% |
| Participant deferral / active EE | $1,324 | $4,383-69.8% | $3,706-64.3% | $5,439-75.7% |
| Admin fee / account holder | $741 | $8,563-91.3% | $5,608-86.8% | $10,886-93.2% |