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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 | $9,752 | $97,289-90.0% | $92,805-89.5% | $155,188-93.7% |
| Participation rate | 50.0% | 84.2%-34.2pp | 83.5%-33.5pp | 80.8%-30.8pp |
| Annual return | 18.73% | 29.03%-10.3pp | 31.59%-12.9pp | 148.84%-130.1pp |
| Employer contribution / active EE | $935 | $3,632-74.3% | $3,424-72.7% | $4,248-78.0% |
| Participant deferral / active EE | $1,102 | $8,795-87.5% | $8,448-87.0% | $6,531-83.1% |
| Admin fee / account holder | $487 | $12,015-95.9% | $10,911-95.5% | $14,480-96.6% |