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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 | $15,514 | $227,566-93.2% | $189,558-91.8% | $167,518-90.7% |
| Participation rate | 25.0% | 82.5%-57.5pp | 78.5%-53.5pp | 82.1%-57.1pp |
| Annual return | 12.27% | 78.43%-66.2pp | 64.19%-51.9pp | 478.71%-466.4pp |
| Employer contribution / active EE | $677 | $5,316-87.3% | $4,412-84.7% | $4,838-86.0% |
| Participant deferral / active EE | $778 | $7,002-88.9% | $6,174-87.4% | $6,342-87.7% |
| Admin fee / account holder | $343 | $11,881-97.1% | $9,809-96.5% | $12,312-97.2% |