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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 | $13,423 | $201,370-93.3% | $184,256-92.7% | $145,897-90.8% |
| Participation rate | 28.6% | 87.5%-58.9pp | 86.8%-58.3pp | 80.3%-51.7pp |
| Annual return | 11.19% | 29.05%-17.9pp | 28.85%-17.7pp | 552.29%-541.1pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,217 | $9,808-87.6% | $9,133-86.7% | $6,689-81.8% |
| Admin fee / account holder | $319 | $16,364-98.1% | $13,899-97.7% | $13,390-97.6% |