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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 | $10,179 | $183,516-94.5% | $155,534-93.5% | $145,884-93.0% |
| Participation rate | 17.6% | 82.7%-65.1pp | 78.2%-60.6pp | 80.3%-62.7pp |
| Annual return | 12.17% | 61.43%-49.3pp | 64.92%-52.7pp | 551.85%-539.7pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $882 | $6,467-86.4% | $5,630-84.3% | $6,690-86.8% |
| Admin fee / account holder | $4,446 | $19,293-77.0% | $15,900-72.0% | $13,392-66.8% |