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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 | $9,133 | $157,829-94.2% | $136,867-93.3% | $198,609-95.4% |
| Participation rate | 66.7% | 77.2%-10.5pp | 74.5%-7.9pp | 82.4%-15.7pp |
| Annual return | 16.88% | 51.25%-34.4pp | 42.97%-26.1pp | 202.70%-185.8pp |
| Employer contribution / active EE | $831 | $3,923-78.8% | $3,547-76.6% | $5,055-83.6% |
| Participant deferral / active EE | $1,265 | $5,463-76.8% | $4,924-74.3% | $6,977-81.9% |
| Admin fee / account holder | $722 | $11,107-93.5% | $10,340-93.0% | $19,030-96.2% |