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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 | $7,033 | $154,228-95.4% | $145,433-95.2% | $137,256-94.9% |
| Participation rate | 37.5% | 83.8%-46.3pp | 82.1%-44.6pp | 80.0%-42.5pp |
| Annual return | 15.84% | 74.59%-58.7pp | 66.58%-50.7pp | 220.34%-204.5pp |
| Employer contribution / active EE | $1,157 | $4,804-75.9% | $4,554-74.6% | $4,156-72.2% |
| Participant deferral / active EE | $1,446 | $8,216-82.4% | $7,897-81.7% | $6,407-77.4% |
| Admin fee / account holder | $35,831 | $14,344+149.8% | $13,129+172.9% | $12,270+192.0% |