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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 | $13,119 | $225,673-94.2% | $203,872-93.6% | $155,188-91.5% |
| Participation rate | 54.5% | 80.3%-25.8pp | 77.8%-23.3pp | 80.8%-26.3pp |
| Annual return | 23.67% | 95.91%-72.2pp | 85.11%-61.4pp | 148.84%-125.2pp |
| Employer contribution / active EE | $810 | $4,099-80.2% | $3,757-78.4% | $4,248-80.9% |
| Participant deferral / active EE | $986 | $6,893-85.7% | $6,388-84.6% | $6,531-84.9% |
| Admin fee / account holder | $644 | $12,327-94.8% | $11,730-94.5% | $14,480-95.6% |