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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 | $11,147 | $103,387-89.2% | $87,102-87.2% | $152,885-92.7% |
| Participation rate | 62.5% | 79.4%-16.9pp | 76.9%-14.4pp | 82.5%-20.0pp |
| Annual return | 0.00% | 28.10%-28.1pp | 28.19%-28.2pp | 345.39%-345.4pp |
| Employer contribution / active EE | $804 | $3,221-75.0% | $2,521-68.1% | $4,763-83.1% |
| Participant deferral / active EE | $948 | $4,778-80.2% | $4,048-76.6% | $5,851-83.8% |
| Admin fee / account holder | $307 | $12,193-97.5% | $7,491-95.9% | $11,598-97.4% |