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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 | $14,877 | $148,623-90.0% | $135,974-89.1% | $139,466-89.3% |
| Participation rate | 42.9% | 83.9%-41.0pp | 81.9%-39.1pp | 80.3%-37.5pp |
| Annual return | 27.58% | 79.30%-51.7pp | 68.30%-40.7pp | 373.66%-346.1pp |
| Employer contribution / active EE | $1,709 | $5,246-67.4% | $4,859-64.8% | $4,754-64.0% |
| Participant deferral / active EE | $2,282 | $8,103-71.8% | $7,760-70.6% | $6,712-66.0% |
| Admin fee / account holder | $555 | $12,406-95.5% | $10,767-94.8% | $11,409-95.1% |