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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 | $9,617 | $87,546-89.0% | $75,784-87.3% | $125,389-92.3% |
| Participation rate | 64.3% | 80.2%-15.9pp | 75.8%-11.5pp | 83.2%-18.9pp |
| Annual return | -1.04% | 13.49%-14.5pp | 9.68%-10.7pp | 282.24%-283.3pp |
| Employer contribution / active EE | $692 | $3,930-82.4% | $3,323-79.2% | $4,866-85.8% |
| Participant deferral / active EE | $952 | $4,230-77.5% | $3,652-73.9% | $5,352-82.2% |
| Admin fee / account holder | $4,761 | $6,503-26.8% | $5,300-10.2% | $9,541-50.1% |