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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 | $10,293 | $117,895-91.3% | $102,460-90.0% | $145,897-92.9% |
| Participation rate | 68.8% | 78.6%-9.9pp | 76.5%-7.8pp | 80.3%-11.6pp |
| Annual return | 10.82% | 31.92%-21.1pp | 29.47%-18.6pp | 552.29%-541.5pp |
| Employer contribution / active EE | $2,051 | $3,619-43.3% | $3,025-32.2% | $4,663-56.0% |
| Participant deferral / active EE | $1,767 | $5,736-69.2% | $5,056-65.1% | $6,689-73.6% |
| Admin fee / account holder | $463 | $13,353-96.5% | $9,460-95.1% | $13,390-96.5% |