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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 | $11,255 | $201,370-94.4% | $184,256-93.9% | $145,897-92.3% |
| Participation rate | 63.6% | 87.5%-23.9pp | 86.8%-23.2pp | 80.3%-16.7pp |
| Annual return | 0.00% | 29.05%-29.0pp | 28.85%-28.8pp | 552.29%-552.3pp |
| Employer contribution / active EE | $1,505 | $7,024-78.6% | $6,427-76.6% | $4,663-67.7% |
| Participant deferral / active EE | $2,446 | $9,808-75.1% | $9,133-73.2% | $6,689-63.4% |
| Admin fee / account holder | $488 | $16,364-97.0% | $13,899-96.5% | $13,390-96.4% |