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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 | $13,153 | $156,398-91.6% | $147,318-91.1% | $138,895-90.5% |
| Participation rate | 52.2% | 83.8%-31.6pp | 82.1%-29.9pp | 79.9%-27.7pp |
| Annual return | 20.83% | 78.75%-57.9pp | 70.43%-49.6pp | 145.39%-124.6pp |
| Employer contribution / active EE | $1,398 | $4,853-71.2% | $4,593-69.6% | $4,194-66.7% |
| Participant deferral / active EE | $2,105 | $8,237-74.4% | $7,906-73.4% | $6,396-67.1% |
| Admin fee / account holder | $1,771 | $14,976-88.2% | $13,708-87.1% | $12,562-85.9% |