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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 | $117,904-91.3% | $102,457-90.0% | $145,978-92.9% |
| Participation rate | 68.8% | 78.6%-9.9pp | 76.5%-7.7pp | 80.3%-11.5pp |
| Annual return | 10.82% | 31.80%-21.0pp | 29.41%-18.6pp | 550.52%-539.7pp |
| Employer contribution / active EE | $2,051 | $3,613-43.2% | $3,022-32.1% | $4,662-56.0% |
| Participant deferral / active EE | $1,767 | $5,733-69.2% | $5,054-65.0% | $6,690-73.6% |
| Admin fee / account holder | $463 | $13,329-96.5% | $9,451-95.1% | $13,400-96.5% |