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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 | $9,787 | $165,381-94.1% | $149,730-93.5% | $158,966-93.8% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 23.56% | 348.29%-324.7pp | 276.70%-253.1pp | 302.95%-279.4pp |
| Employer contribution / active EE | $1,609 | $5,104-68.5% | $4,645-65.4% | $4,762-66.2% |
| Participant deferral / active EE | $1,609 | $7,182-77.6% | $6,843-76.5% | $5,983-73.1% |
| Admin fee / account holder | $10,769 | $10,809-0.4% | $9,310+15.7% | $11,250-4.3% |