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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 | $9,688 | $183,516-94.7% | $155,534-93.8% | $145,884-93.4% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 13.29% | 61.43%-48.1pp | 64.92%-51.6pp | 551.85%-538.6pp |
| Employer contribution / active EE | $1,179 | $5,315-77.8% | $4,675-74.8% | $4,662-74.7% |
| Participant deferral / active EE | $1,801 | $6,467-72.2% | $5,630-68.0% | $6,690-73.1% |
| Admin fee / account holder | $10,441 | $19,293-45.9% | $15,900-34.3% | $13,392-22.0% |