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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 | $7,605 | $185,312-95.9% | $161,489-95.3% | $154,746-95.1% |
| Participation rate | 62.5% | 82.5%-20.0pp | 78.7%-16.2pp | 80.7%-18.2pp |
| Annual return | 18.86% | 103.84%-85.0pp | 89.72%-70.9pp | 172.34%-153.5pp |
| Employer contribution / active EE | $1,059 | $4,769-77.8% | $4,268-75.2% | $4,379-75.8% |
| Participant deferral / active EE | $1,236 | $6,350-80.5% | $5,630-78.0% | $6,730-81.6% |
| Admin fee / account holder | $1,745 | $18,654-90.6% | $16,006-89.1% | $14,365-87.9% |