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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 | $8,849 | $185,312-95.2% | $161,489-94.5% | $154,746-94.3% |
| Participation rate | 47.4% | 82.5%-35.1pp | 78.7%-31.3pp | 80.7%-33.3pp |
| Annual return | 20.47% | 103.84%-83.4pp | 89.72%-69.3pp | 172.34%-151.9pp |
| Employer contribution / active EE | $1,553 | $4,769-67.4% | $4,268-63.6% | $4,379-64.5% |
| Participant deferral / active EE | $1,559 | $6,350-75.5% | $5,630-72.3% | $6,730-76.8% |
| Admin fee / account holder | $1,398 | $18,654-92.5% | $16,006-91.3% | $14,365-90.3% |