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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 | $123,155-92.0% | $108,753-90.9% | $155,188-93.6% |
| Participation rate | 60.0% | 75.6%-15.6pp | 71.1%-11.1pp | 80.8%-20.8pp |
| Annual return | 16.87% | 44.73%-27.9pp | 37.47%-20.6pp | 148.84%-132.0pp |
| Employer contribution / active EE | $475 | $2,811-83.1% | $2,427-80.4% | $4,248-88.8% |
| Participant deferral / active EE | $810 | $4,623-82.5% | $4,115-80.3% | $6,531-87.6% |
| Admin fee / account holder | $717 | $12,126-94.1% | $10,320-93.1% | $14,480-95.0% |