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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 | $17,247 | $105,864-83.7% | $90,162-80.9% | $147,585-88.3% |
| Participation rate | 63.2% | 79.7%-16.6pp | 76.9%-13.7pp | 82.8%-19.7pp |
| Annual return | 10.44% | 37.63%-27.2pp | 34.88%-24.4pp | 578.57%-568.1pp |
| Employer contribution / active EE | $883 | $4,126-78.6% | $3,318-73.4% | $4,876-81.9% |
| Participant deferral / active EE | $1,628 | $5,733-71.6% | $5,287-69.2% | $5,439-70.1% |
| Admin fee / account holder | $1,163 | $8,046-85.5% | $5,943-80.4% | $10,885-89.3% |