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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 | $11,376 | $147,556-92.3% | $129,031-91.2% | $198,609-94.3% |
| Participation rate | 64.3% | 77.2%-13.0pp | 73.4%-9.1pp | 82.4%-18.1pp |
| Annual return | 17.72% | 37.41%-19.7pp | 34.67%-17.0pp | 202.70%-185.0pp |
| Employer contribution / active EE | $711 | $3,645-80.5% | $3,226-77.9% | $5,055-85.9% |
| Participant deferral / active EE | $711 | $5,760-87.6% | $5,217-86.4% | $6,977-89.8% |
| Admin fee / account holder | $691 | $15,467-95.5% | $13,208-94.8% | $19,030-96.4% |