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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 | $9,013 | $160,070-94.4% | $147,117-93.9% | $145,897-93.8% |
| Participation rate | 55.6% | 84.0%-28.5pp | 82.2%-26.6pp | 80.3%-24.8pp |
| Annual return | 17.49% | 98.69%-81.2pp | 420.54%-403.0pp | 552.29%-534.8pp |
| Employer contribution / active EE | $1,096 | $5,285-79.3% | $4,932-77.8% | $4,663-76.5% |
| Participant deferral / active EE | $1,304 | $8,419-84.5% | $8,065-83.8% | $6,689-80.5% |
| Admin fee / account holder | $565 | $15,035-96.2% | $12,993-95.6% | $13,390-95.8% |