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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 | $12,113 | $185,312-93.5% | $161,489-92.5% | $154,746-92.2% |
| Participation rate | 37.5% | 82.5%-45.0pp | 78.7%-41.2pp | 80.7%-43.2pp |
| Annual return | 21.83% | 103.84%-82.0pp | 89.72%-67.9pp | 172.34%-150.5pp |
| Employer contribution / active EE | $1,746 | $4,769-63.4% | $4,268-59.1% | $4,379-60.1% |
| Participant deferral / active EE | $1,951 | $6,350-69.3% | $5,630-65.3% | $6,730-71.0% |
| Admin fee / account holder | $4,635 | $18,654-75.2% | $16,006-71.0% | $14,365-67.7% |