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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 | $9,903 | $112,729-91.2% | $98,716-90.0% | $137,256-92.8% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.3%-9.3pp | 80.0%-20.0pp |
| Annual return | 16.87% | 38.48%-21.6pp | 31.81%-14.9pp | 220.34%-203.5pp |
| Employer contribution / active EE | $475 | $2,725-82.6% | $2,279-79.1% | $4,156-88.6% |
| Participant deferral / active EE | $810 | $4,640-82.6% | $4,048-80.0% | $6,407-87.4% |
| Admin fee / account holder | $717 | $10,129-92.9% | $8,703-91.8% | $12,270-94.2% |