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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 | $9,102 | $165,381-94.5% | $149,730-93.9% | $158,966-94.3% |
| Participation rate | 42.9% | 84.6%-41.7pp | 82.5%-39.6pp | 82.0%-39.1pp |
| Annual return | 40.80% | 348.29%-307.5pp | 276.70%-235.9pp | 302.95%-262.1pp |
| Employer contribution / active EE | $1,370 | $5,104-73.2% | $4,645-70.5% | $4,762-71.2% |
| Participant deferral / active EE | $2,306 | $7,182-67.9% | $6,843-66.3% | $5,983-61.5% |
| Admin fee / account holder | $762 | $10,809-93.0% | $9,310-91.8% | $11,250-93.2% |