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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 | $13,296 | $148,629-91.1% | $135,982-90.2% | $139,487-90.5% |
| Participation rate | 69.2% | 83.9%-14.6pp | 81.9%-12.7pp | 80.3%-11.1pp |
| Annual return | 14.32% | 79.33%-65.0pp | 68.32%-54.0pp | 373.84%-359.5pp |
| Employer contribution / active EE | $1,375 | $5,247-73.8% | $4,859-71.7% | $4,755-71.1% |
| Participant deferral / active EE | $1,914 | $8,102-76.4% | $7,760-75.3% | $6,713-71.5% |
| Admin fee / account holder | $362 | $12,406-97.1% | $10,767-96.6% | $11,407-96.8% |