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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 | $9,099 | $160,028-94.3% | $147,080-93.8% | $145,884-93.8% |
| Participation rate | 38.5% | 84.0%-45.6pp | 82.2%-43.7pp | 80.3%-41.8pp |
| Annual return | 17.83% | 98.60%-80.8pp | 420.17%-402.3pp | 551.85%-534.0pp |
| Employer contribution / active EE | $1,067 | $5,286-79.8% | $4,933-78.4% | $4,662-77.1% |
| Participant deferral / active EE | $1,771 | $8,422-79.0% | $8,066-78.0% | $6,690-73.5% |
| Admin fee / account holder | $3,838 | $15,030-74.5% | $12,989-70.5% | $13,392-71.3% |