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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 | $11,511 | $165,381-93.0% | $149,730-92.3% | $158,966-92.8% |
| Participation rate | 62.5% | 84.6%-22.1pp | 82.5%-20.0pp | 82.0%-19.5pp |
| Annual return | 13.26% | 348.29%-335.0pp | 276.70%-263.4pp | 302.95%-289.7pp |
| Employer contribution / active EE | $904 | $5,104-82.3% | $4,645-80.5% | $4,762-81.0% |
| Participant deferral / active EE | $1,696 | $7,182-76.4% | $6,843-75.2% | $5,983-71.6% |
| Admin fee / account holder | $2,712 | $10,809-74.9% | $9,310-70.9% | $11,250-75.9% |