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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 | $13,062 | $225,673-94.2% | $203,872-93.6% | $155,188-91.6% |
| Participation rate | 44.4% | 80.3%-35.9pp | 77.8%-33.4pp | 80.8%-36.4pp |
| Annual return | 18.20% | 95.91%-77.7pp | 85.11%-66.9pp | 148.84%-130.6pp |
| Employer contribution / active EE | $541 | $4,099-86.8% | $3,757-85.6% | $4,248-87.3% |
| Participant deferral / active EE | $894 | $6,893-87.0% | $6,388-86.0% | $6,531-86.3% |
| Admin fee / account holder | $695 | $12,327-94.4% | $11,730-94.1% | $14,480-95.2% |