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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 | $9,197 | $183,592-95.0% | $155,567-94.1% | $145,959-93.7% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 11.96% | 61.24%-49.3pp | 64.74%-52.8pp | 561.95%-550.0pp |
| Employer contribution / active EE | $1,192 | $5,315-77.6% | $4,674-74.5% | $4,661-74.4% |
| Participant deferral / active EE | $1,289 | $6,464-80.1% | $5,628-77.1% | $6,689-80.7% |
| Admin fee / account holder | $374 | $19,318-98.1% | $15,916-97.7% | $13,398-97.2% |