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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 | $9,621 | $129,737-92.6% | $119,126-91.9% | $154,746-93.8% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 15.98% | 379.08%-363.1pp | 282.11%-266.1pp | 172.34%-156.4pp |
| Employer contribution / active EE | $1,134 | $4,375-74.1% | $4,034-71.9% | $4,379-74.1% |
| Participant deferral / active EE | $1,460 | $5,842-75.0% | $5,318-72.6% | $6,730-78.3% |
| Admin fee / account holder | $2,352 | $11,961-80.3% | $10,693-78.0% | $14,365-83.6% |