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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 | $159,934-94.4% | $147,005-93.9% | $145,959-93.8% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 17.80% | 98.24%-80.4pp | 418.76%-401.0pp | 561.95%-544.1pp |
| Employer contribution / active EE | $1,827 | $5,287-65.4% | $4,934-63.0% | $4,661-60.8% |
| Participant deferral / active EE | $2,566 | $8,427-69.6% | $8,070-68.2% | $6,689-61.6% |
| Admin fee / account holder | $5,732 | $15,053-61.9% | $13,006-55.9% | $13,398-57.2% |