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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 | $10,695 | $148,629-92.8% | $135,982-92.1% | $139,487-92.3% |
| Participation rate | 35.7% | 83.9%-48.2pp | 81.9%-46.2pp | 80.3%-44.6pp |
| Annual return | 62.16% | 79.33%-17.2pp | 68.32%-6.2pp | 373.84%-311.7pp |
| Employer contribution / active EE | $1,314 | $5,247-75.0% | $4,859-73.0% | $4,755-72.4% |
| Participant deferral / active EE | $2,169 | $8,102-73.2% | $7,760-72.1% | $6,713-67.7% |
| Admin fee / account holder | $403 | $12,406-96.8% | $10,767-96.3% | $11,407-96.5% |