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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 | $26,364 | $209,888-87.4% | $189,545-86.1% | $167,553-84.3% |
| Participation rate | 50.0% | 88.7%-38.7pp | 87.8%-37.8pp | 82.1%-32.1pp |
| Annual return | 10.99% | 748.66%-737.7pp | 555.36%-544.4pp | 478.89%-467.9pp |
| Employer contribution / active EE | $1,612 | $6,915-76.7% | $6,162-73.8% | $4,840-66.7% |
| Participant deferral / active EE | $2,322 | $8,934-74.0% | $8,220-71.8% | $6,343-63.4% |
| Admin fee / account holder | $1,075 | $14,300-92.5% | $12,049-91.1% | $12,316-91.3% |