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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 | $14,601 | $148,623-90.2% | $135,974-89.3% | $139,466-89.5% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 17.38% | 79.30%-61.9pp | 68.30%-50.9pp | 373.66%-356.3pp |
| Employer contribution / active EE | $1,245 | $5,246-76.3% | $4,859-74.4% | $4,754-73.8% |
| Participant deferral / active EE | $2,008 | $8,103-75.2% | $7,760-74.1% | $6,712-70.1% |
| Admin fee / account holder | $453 | $12,406-96.4% | $10,767-95.8% | $11,409-96.0% |