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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 | $10,897 | $106,905-89.8% | $84,020-87.0% | $152,885-92.9% |
| Participation rate | 37.5% | 75.2%-37.7pp | 69.0%-31.5pp | 82.5%-45.0pp |
| Annual return | 24.39% | 105.00%-80.6pp | 71.31%-46.9pp | 345.39%-321.0pp |
| Employer contribution / active EE | $462 | $2,735-83.1% | $1,984-76.7% | $4,763-90.3% |
| Participant deferral / active EE | $631 | $4,012-84.3% | $3,239-80.5% | $5,851-89.2% |
| Admin fee / account holder | $624 | $8,287-92.5% | $6,101-89.8% | $11,598-94.6% |