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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 | $11,105 | $97,289-88.6% | $92,805-88.0% | $155,188-92.8% |
| Participation rate | 66.7% | 84.2%-17.5pp | 83.5%-16.8pp | 80.8%-14.1pp |
| Annual return | 14.45% | 29.03%-14.6pp | 31.59%-17.1pp | 148.84%-134.4pp |
| Employer contribution / active EE | $930 | $3,632-74.4% | $3,424-72.8% | $4,248-78.1% |
| Participant deferral / active EE | $1,510 | $8,795-82.8% | $8,448-82.1% | $6,531-76.9% |
| Admin fee / account holder | $5,368 | $12,015-55.3% | $10,911-50.8% | $14,480-62.9% |