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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 | $9,401 | $148,582-93.7% | $135,942-93.1% | $139,456-93.3% |
| Participation rate | 30.0% | 83.9%-53.9pp | 81.9%-51.9pp | 80.3%-50.3pp |
| Annual return | 27.86% | 79.26%-51.4pp | 68.28%-40.4pp | 373.45%-345.6pp |
| Employer contribution / active EE | $1,291 | $5,245-75.4% | $4,858-73.4% | $4,753-72.8% |
| Participant deferral / active EE | $1,745 | $8,101-78.5% | $7,759-77.5% | $6,711-74.0% |
| Admin fee / account holder | $561 | $12,402-95.5% | $10,764-94.8% | $11,407-95.1% |