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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 | $11,019 | $84,236-86.9% | $170,435-93.5% | $70,126-84.3% |
| Participation rate | 55.1% | 70.8%-15.8pp | 83.6%-28.5pp | 69.5%-14.5pp |
| Annual return | 14.05% | 23.06%-9.0pp | 205.94%-191.9pp | 73.15%-59.1pp |
| Employer contribution / active EE | $475 | $3,387-86.0% | $5,432-91.3% | $2,343-79.7% |
| Participant deferral / active EE | $731 | $3,086-76.3% | $4,939-85.2% | $3,332-78.0% |
| Admin fee / account holder | $455 | $5,698-92.0% | $13,881-96.7% | $4,645-90.2% |