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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 | $10,003 | $157,304-93.6% | $141,197-92.9% | $152,909-93.5% |
| Participation rate | 38.9% | 84.8%-45.9pp | 82.5%-43.6pp | 82.5%-43.6pp |
| Annual return | 35.90% | 64.34%-28.4pp | 71.41%-35.5pp | 345.46%-309.6pp |
| Employer contribution / active EE | $1,268 | $5,263-75.9% | $4,736-73.2% | $4,764-73.4% |
| Participant deferral / active EE | $1,654 | $7,111-76.7% | $6,710-75.4% | $5,851-71.7% |
| Admin fee / account holder | $927 | $12,126-92.4% | $10,265-91.0% | $11,601-92.0% |