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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 | $9,128 | $172,111-94.7% | $150,298-93.9% | $137,256-93.3% |
| Participation rate | 62.5% | 81.7%-19.2pp | 77.8%-15.3pp | 80.0%-17.5pp |
| Annual return | 18.57% | 69.37%-50.8pp | 62.79%-44.2pp | 220.34%-201.8pp |
| Employer contribution / active EE | $1,056 | $4,636-77.2% | $4,154-74.6% | $4,156-74.6% |
| Participant deferral / active EE | $1,574 | $6,166-74.5% | $5,453-71.1% | $6,407-75.4% |
| Admin fee / account holder | $1,710 | $16,471-89.6% | $14,116-87.9% | $12,270-86.1% |