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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 | $7,174 | $97,289-92.6% | $92,805-92.3% | $155,188-95.4% |
| Participation rate | 63.2% | 84.2%-21.0pp | 83.5%-20.4pp | 80.8%-17.6pp |
| Annual return | 13.97% | 29.03%-15.1pp | 31.59%-17.6pp | 148.84%-134.9pp |
| Employer contribution / active EE | $235 | $3,632-93.5% | $3,424-93.1% | $4,248-94.5% |
| Participant deferral / active EE | $1,238 | $8,795-85.9% | $8,448-85.3% | $6,531-81.1% |
| Admin fee / account holder | $2,884 | $12,015-76.0% | $10,911-73.6% | $14,480-80.1% |