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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 | $9,105 | $159,934-94.3% | $147,005-93.8% | $145,959-93.8% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 12.06% | 98.24%-86.2pp | 418.76%-406.7pp | 561.95%-549.9pp |
| Employer contribution / active EE | $1,173 | $5,287-77.8% | $4,934-76.2% | $4,661-74.8% |
| Participant deferral / active EE | $1,794 | $8,427-78.7% | $8,070-77.8% | $6,689-73.2% |
| Admin fee / account holder | $506 | $15,053-96.6% | $13,006-96.1% | $13,398-96.2% |