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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 | $9,642 | $139,948-93.1% | $121,663-92.1% | $154,746-93.8% |
| Participation rate | 66.7% | 78.0%-11.3pp | 74.5%-7.8pp | 80.7%-14.0pp |
| Annual return | 17.20% | 230.52%-213.3pp | 147.54%-130.3pp | 172.34%-155.1pp |
| Employer contribution / active EE | $1,233 | $3,521-65.0% | $3,020-59.2% | $4,379-71.9% |
| Participant deferral / active EE | $1,587 | $5,629-71.8% | $4,887-67.5% | $6,730-76.4% |
| Admin fee / account holder | $1,289 | $17,321-92.6% | $14,289-91.0% | $14,365-91.0% |