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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 | $13,588 | $123,000-89.0% | $105,582-87.1% | $198,609-93.2% |
| Participation rate | 61.5% | 76.8%-15.2pp | 71.8%-10.2pp | 82.4%-20.8pp |
| Annual return | 13.49% | 18.31%-4.8pp | 18.61%-5.1pp | 202.70%-189.2pp |
| Employer contribution / active EE | $998 | $3,582-72.1% | $2,984-66.6% | $5,055-80.3% |
| Participant deferral / active EE | $1,906 | $5,013-62.0% | $4,353-56.2% | $6,977-72.7% |
| Admin fee / account holder | $2,672 | $16,254-83.6% | $12,856-79.2% | $19,030-86.0% |