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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 | $9,704 | $185,883-94.8% | $170,043-94.3% | $139,466-93.0% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 34.17% | 60.54%-26.4pp | 53.40%-19.2pp | 373.66%-339.5pp |
| Employer contribution / active EE | $2,565 | $7,596-66.2% | $6,790-62.2% | $4,754-46.1% |
| Participant deferral / active EE | $2,565 | $11,626-77.9% | $10,410-75.4% | $6,712-61.8% |
| Admin fee / account holder | $605 | $15,393-96.1% | $12,824-95.3% | $11,409-94.7% |