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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 | $10,140 | $115,903-91.3% | $100,528-89.9% | $158,966-93.6% |
| Participation rate | 62.5% | 81.6%-19.1pp | 79.4%-16.9pp | 82.0%-19.5pp |
| Annual return | 8.20% | 34.80%-26.6pp | 30.90%-22.7pp | 302.95%-294.7pp |
| Employer contribution / active EE | $642 | $4,105-84.4% | $3,419-81.2% | $4,762-86.5% |
| Participant deferral / active EE | $1,512 | $6,677-77.4% | $6,271-75.9% | $5,983-74.7% |
| Admin fee / account holder | $1,634 | $11,000-85.1% | $8,084-79.8% | $11,250-85.5% |