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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 | $10,285 | $209,425-95.1% | $178,499-94.2% | $158,966-93.5% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 18.12% | 188.80%-170.7pp | 151.10%-133.0pp | 302.95%-284.8pp |
| Employer contribution / active EE | $1,168 | $5,707-79.5% | $5,011-76.7% | $4,762-75.5% |
| Participant deferral / active EE | $1,689 | $5,955-71.6% | $5,202-67.5% | $5,983-71.8% |
| Admin fee / account holder | $492 | $17,078-97.1% | $13,986-96.5% | $11,250-95.6% |