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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 | $9,782 | $124,980-92.2% | $108,359-91.0% | $154,746-93.7% |
| Participation rate | 53.8% | 75.2%-21.3pp | 70.1%-16.3pp | 80.7%-26.9pp |
| Annual return | 17.22% | 45.00%-27.8pp | 36.89%-19.7pp | 172.34%-155.1pp |
| Employer contribution / active EE | $697 | $2,851-75.6% | $2,399-71.0% | $4,379-84.1% |
| Participant deferral / active EE | $778 | $4,743-83.6% | $4,137-81.2% | $6,730-88.4% |
| Admin fee / account holder | $361 | $11,502-96.9% | $9,741-96.3% | $14,365-97.5% |