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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 | $13,036 | $148,582-91.2% | $135,942-90.4% | $139,456-90.7% |
| Participation rate | 64.7% | 83.9%-19.2pp | 81.9%-17.2pp | 80.3%-15.6pp |
| Annual return | 26.57% | 79.26%-52.7pp | 68.28%-41.7pp | 373.45%-346.9pp |
| Employer contribution / active EE | $1,665 | $5,245-68.2% | $4,858-65.7% | $4,753-65.0% |
| Participant deferral / active EE | $2,258 | $8,101-72.1% | $7,759-70.9% | $6,711-66.4% |
| Admin fee / account holder | $425 | $12,402-96.6% | $10,764-96.1% | $11,407-96.3% |