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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 | $12,646 | $157,276-92.0% | $141,177-91.0% | $152,885-91.7% |
| Participation rate | 62.5% | 84.8%-22.3pp | 82.5%-20.0pp | 82.5%-20.0pp |
| Annual return | 20.89% | 64.33%-43.4pp | 71.40%-50.5pp | 345.39%-324.5pp |
| Employer contribution / active EE | $1,528 | $5,262-71.0% | $4,736-67.7% | $4,763-67.9% |
| Participant deferral / active EE | $1,528 | $7,110-78.5% | $6,710-77.2% | $5,851-73.9% |
| Admin fee / account holder | $2,480 | $12,123-79.5% | $10,263-75.8% | $11,598-78.6% |