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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 | $8,029 | $196,972-95.9% | $182,262-95.6% | $198,609-96.0% |
| Participation rate | 66.7% | 85.7%-19.0pp | 84.2%-17.5pp | 82.4%-15.7pp |
| Annual return | 13.78% | 158.27%-144.5pp | 140.60%-126.8pp | 202.70%-188.9pp |
| Employer contribution / active EE | $1,514 | $5,364-71.8% | $5,046-70.0% | $5,055-70.0% |
| Participant deferral / active EE | $1,107 | $8,643-87.2% | $8,276-86.6% | $6,977-84.1% |
| Admin fee / account holder | $25,959 | $18,429+40.9% | $16,712+55.3% | $19,030+36.4% |