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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 | $10,925 | $165,381-93.4% | $149,730-92.7% | $158,966-93.1% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 16.28% | 348.29%-332.0pp | 276.70%-260.4pp | 302.95%-286.7pp |
| Employer contribution / active EE | $1,261 | $5,104-75.3% | $4,645-72.9% | $4,762-73.5% |
| Participant deferral / active EE | $1,881 | $7,182-73.8% | $6,843-72.5% | $5,983-68.6% |
| Admin fee / account holder | $3,258 | $10,809-69.9% | $9,310-65.0% | $11,250-71.0% |