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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 | $10,166 | $156,398-93.5% | $147,318-93.1% | $138,895-92.7% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 18.00% | 78.75%-60.7pp | 70.43%-52.4pp | 145.39%-127.4pp |
| Employer contribution / active EE | $1,181 | $4,853-75.7% | $4,593-74.3% | $4,194-71.8% |
| Participant deferral / active EE | $1,362 | $8,237-83.5% | $7,906-82.8% | $6,396-78.7% |
| Admin fee / account holder | $1,234 | $14,976-91.8% | $13,708-91.0% | $12,562-90.2% |