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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 | $11,462 | $166,131-93.1% | $164,975-93.1% | $145,877-92.1% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.6%-16.1pp | 80.3%-17.8pp |
| Annual return | 21.97% | 100.37%-78.4pp | 70.12%-48.1pp | 551.28%-529.3pp |
| Employer contribution / active EE | $1,608 | $5,276-69.5% | $4,343-63.0% | $4,663-65.5% |
| Participant deferral / active EE | $2,023 | $6,962-70.9% | $6,033-66.5% | $6,691-69.8% |
| Admin fee / account holder | $810 | $16,648-95.1% | $12,688-93.6% | $13,402-94.0% |