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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 | $9,453 | $117,846-92.0% | $102,434-90.8% | $145,884-93.5% |
| Participation rate | 18.8% | 78.6%-59.9pp | 76.5%-57.8pp | 80.3%-61.6pp |
| Annual return | 28.10% | 31.90%-3.8pp | 29.46%-1.4pp | 551.85%-523.7pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $701 | $5,733-87.8% | $5,055-86.1% | $6,690-89.5% |
| Admin fee / account holder | $9,023 | $13,356-32.4% | $9,462-4.6% | $13,392-32.6% |