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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 | $8,659 | $148,623-94.2% | $135,974-93.6% | $139,466-93.8% |
| Participation rate | 34.8% | 83.9%-49.1pp | 81.9%-47.1pp | 80.3%-45.5pp |
| Annual return | 16.62% | 79.30%-62.7pp | 68.30%-51.7pp | 373.66%-357.0pp |
| Employer contribution / active EE | $1,139 | $5,246-78.3% | $4,859-76.6% | $4,754-76.0% |
| Participant deferral / active EE | $1,646 | $8,103-79.7% | $7,760-78.8% | $6,712-75.5% |
| Admin fee / account holder | $5,855 | $12,406-52.8% | $10,767-45.6% | $11,409-48.7% |