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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 | $9,920 | $117,846-91.6% | $102,434-90.3% | $145,884-93.2% |
| Participation rate | 68.4% | 78.6%-10.2pp | 76.5%-8.1pp | 80.3%-11.9pp |
| Annual return | 9.19% | 31.90%-22.7pp | 29.46%-20.3pp | 551.85%-542.7pp |
| Employer contribution / active EE | $1,251 | $3,615-65.4% | $3,023-58.6% | $4,662-73.2% |
| Participant deferral / active EE | $1,582 | $5,733-72.4% | $5,055-68.7% | $6,690-76.3% |
| Admin fee / account holder | $6,006 | $13,356-55.0% | $9,462-36.5% | $13,392-55.2% |