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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 | $162,136-95.7% | $152,301-95.4% | $154,746-95.5% |
| Participation rate | 37.5% | 84.1%-46.6pp | 82.4%-44.9pp | 80.7%-43.2pp |
| Annual return | 15.84% | 91.02%-75.2pp | 80.50%-64.7pp | 172.34%-156.5pp |
| Employer contribution / active EE | $1,157 | $4,890-76.3% | $4,624-75.0% | $4,379-73.6% |
| Participant deferral / active EE | $1,446 | $8,341-82.7% | $8,004-81.9% | $6,730-78.5% |
| Admin fee / account holder | $35,831 | $15,759+127.4% | $14,398+148.9% | $14,365+149.4% |