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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 | $13,667 | $93,346-85.4% | $71,796-81.0% | $273,972-95.0% |
| Participation rate | 66.7% | 76.5%-9.9pp | 69.1%-2.4pp | 83.0%-16.3pp |
| Annual return | 6.61% | 130.39%-123.8pp | 78.04%-71.4pp | 41.46%-34.8pp |
| Employer contribution / active EE | $331 | $2,733-87.9% | $1,924-82.8% | $4,869-93.2% |
| Participant deferral / active EE | $672 | $3,475-80.7% | $2,794-75.9% | $5,287-87.3% |
| Admin fee / account holder | $340 | $6,571-94.8% | $4,815-92.9% | $10,133-96.6% |