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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 | $10,383 | $124,330-91.6% | $109,173-90.5% | $167,536-93.8% |
| Participation rate | 35.3% | 79.5%-44.2pp | 75.9%-40.6pp | 82.1%-46.8pp |
| Annual return | 13.61% | 26.04%-12.4pp | 25.75%-12.1pp | 478.82%-465.2pp |
| Employer contribution / active EE | $2,339 | $4,209-44.4% | $3,723-37.2% | $4,839-51.7% |
| Participant deferral / active EE | $87 | $5,256-98.3% | $4,654-98.1% | $6,342-98.6% |
| Admin fee / account holder | $3,549 | $7,974-55.5% | $6,755-47.5% | $12,315-71.2% |