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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 | $11,088 | $159,934-93.1% | $147,005-92.5% | $145,959-92.4% |
| Participation rate | 35.3% | 84.0%-48.7pp | 82.2%-46.9pp | 80.3%-45.0pp |
| Annual return | 14.39% | 98.24%-83.8pp | 418.76%-404.4pp | 561.95%-547.6pp |
| Employer contribution / active EE | $1,062 | $5,287-79.9% | $4,934-78.5% | $4,661-77.2% |
| Participant deferral / active EE | $1,729 | $8,427-79.5% | $8,070-78.6% | $6,689-74.1% |
| Admin fee / account holder | $2,593 | $15,053-82.8% | $13,006-80.1% | $13,398-80.6% |