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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 | $9,214 | $157,296-94.1% | $141,191-93.5% | $152,897-94.0% |
| Participation rate | 65.0% | 84.8%-19.8pp | 82.5%-17.5pp | 82.5%-17.5pp |
| Annual return | 26.84% | 64.34%-37.5pp | 71.41%-44.6pp | 345.43%-318.6pp |
| Employer contribution / active EE | $961 | $5,262-81.7% | $4,736-79.7% | $4,764-79.8% |
| Participant deferral / active EE | $1,976 | $7,111-72.2% | $6,710-70.5% | $5,851-66.2% |
| Admin fee / account holder | $460 | $12,125-96.2% | $10,264-95.5% | $11,599-96.0% |