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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 | $185,312-95.1% | $161,489-94.3% | $154,746-94.1% |
| Participation rate | 62.5% | 82.5%-20.0pp | 78.7%-16.2pp | 80.7%-18.2pp |
| Annual return | 18.57% | 103.84%-85.3pp | 89.72%-71.2pp | 172.34%-153.8pp |
| Employer contribution / active EE | $1,056 | $4,769-77.9% | $4,268-75.3% | $4,379-75.9% |
| Participant deferral / active EE | $1,574 | $6,350-75.2% | $5,630-72.1% | $6,730-76.6% |
| Admin fee / account holder | $1,710 | $18,654-90.8% | $16,006-89.3% | $14,365-88.1% |