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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 | $10,426 | $118,496-91.2% | $98,461-89.4% | $139,466-92.5% |
| Participation rate | 61.5% | 77.5%-15.9pp | 75.2%-13.6pp | 80.3%-18.8pp |
| Annual return | 13.73% | 18.96%-5.2pp | 21.17%-7.4pp | 373.66%-359.9pp |
| Employer contribution / active EE | $1,545 | $3,611-57.2% | $3,049-49.3% | $4,754-67.5% |
| Participant deferral / active EE | $20 | $5,393-99.6% | $4,738-99.6% | $6,712-99.7% |
| Admin fee / account holder | $1,784 | $14,056-87.3% | $8,961-80.1% | $11,409-84.4% |