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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 | $12,401 | $156,398-92.1% | $147,318-91.6% | $138,895-91.1% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-24.9pp | 79.9%-22.8pp |
| Annual return | 17.71% | 78.75%-61.0pp | 70.43%-52.7pp | 145.39%-127.7pp |
| Employer contribution / active EE | $1,397 | $4,853-71.2% | $4,593-69.6% | $4,194-66.7% |
| Participant deferral / active EE | $2,384 | $8,237-71.1% | $7,906-69.9% | $6,396-62.7% |
| Admin fee / account holder | $1,607 | $14,976-89.3% | $13,708-88.3% | $12,562-87.2% |