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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 | $10,602 | $172,111-93.8% | $150,298-92.9% | $137,256-92.3% |
| Participation rate | 42.9% | 81.7%-38.9pp | 77.8%-34.9pp | 80.0%-37.1pp |
| Annual return | 16.16% | 69.37%-53.2pp | 62.79%-46.6pp | 220.34%-204.2pp |
| Employer contribution / active EE | $1,033 | $4,636-77.7% | $4,154-75.1% | $4,156-75.2% |
| Participant deferral / active EE | $1,202 | $6,166-80.5% | $5,453-78.0% | $6,407-81.2% |
| Admin fee / account holder | $3,007 | $16,471-81.7% | $14,116-78.7% | $12,270-75.5% |