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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 | $9,364 | $136,860-93.2% | $120,344-92.2% | $154,746-93.9% |
| Participation rate | 57.1% | 79.9%-22.7pp | 76.7%-19.6pp | 80.7%-23.6pp |
| Annual return | 9.48% | 21.38%-11.9pp | 20.30%-10.8pp | 172.34%-162.9pp |
| Employer contribution / active EE | $876 | $3,533-75.2% | $3,020-71.0% | $4,379-80.0% |
| Participant deferral / active EE | $982 | $5,793-83.0% | $5,135-80.9% | $6,730-85.4% |
| Admin fee / account holder | $532 | $15,393-96.5% | $12,742-95.8% | $14,365-96.3% |