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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 | $11,218 | $162,136-93.1% | $152,301-92.6% | $154,746-92.8% |
| Participation rate | 62.5% | 84.1%-21.6pp | 82.4%-19.9pp | 80.7%-18.2pp |
| Annual return | 20.71% | 91.02%-70.3pp | 80.50%-59.8pp | 172.34%-151.6pp |
| Employer contribution / active EE | $1,284 | $4,890-73.7% | $4,624-72.2% | $4,379-70.7% |
| Participant deferral / active EE | $2,136 | $8,341-74.4% | $8,004-73.3% | $6,730-68.3% |
| Admin fee / account holder | $2,877 | $15,759-81.7% | $14,398-80.0% | $14,365-80.0% |