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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 | $9,372 | $156,398-94.0% | $147,318-93.6% | $138,895-93.3% |
| Participation rate | 53.8% | 83.8%-29.9pp | 82.1%-28.2pp | 79.9%-26.1pp |
| Annual return | 16.15% | 78.75%-62.6pp | 70.43%-54.3pp | 145.39%-129.2pp |
| Employer contribution / active EE | $926 | $4,853-80.9% | $4,593-79.8% | $4,194-77.9% |
| Participant deferral / active EE | $2,068 | $8,237-74.9% | $7,906-73.8% | $6,396-67.7% |
| Admin fee / account holder | $506 | $14,976-96.6% | $13,708-96.3% | $12,562-96.0% |