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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 | $12,275 | $91,167-86.5% | $178,498-93.1% | $79,858-84.6% |
| Participation rate | 55.3% | 69.2%-13.9pp | 81.9%-26.7pp | 69.6%-14.4pp |
| Annual return | 11.06% | 24.19%-13.1pp | 151.09%-140.0pp | 31.72%-20.7pp |
| Employer contribution / active EE | $564 | $3,255-82.7% | $5,011-88.7% | $2,471-77.2% |
| Participant deferral / active EE | $835 | $3,236-74.2% | $5,202-83.9% | $3,740-77.7% |
| Admin fee / account holder | $2,379 | $6,747-64.7% | $13,985-83.0% | $5,306-55.2% |