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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 | $9,128 | $181,062-95.0% | $158,223-94.2% | $155,188-94.1% |
| Participation rate | 62.5% | 82.7%-20.2pp | 79.2%-16.7pp | 80.8%-18.3pp |
| Annual return | 18.57% | 57.39%-38.8pp | 52.09%-33.5pp | 148.84%-130.3pp |
| Employer contribution / active EE | $1,056 | $4,565-76.9% | $4,109-74.3% | $4,248-75.1% |
| Participant deferral / active EE | $1,574 | $6,134-74.3% | $5,467-71.2% | $6,531-75.9% |
| Admin fee / account holder | $1,710 | $18,825-90.9% | $16,047-89.3% | $14,480-88.2% |