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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 | $8,532 | $175,259-95.1% | $149,723-94.3% | $139,487-93.9% |
| Participation rate | 42.1% | 83.4%-41.3pp | 78.8%-36.7pp | 80.3%-38.2pp |
| Annual return | 25.74% | 166.82%-141.1pp | 134.50%-108.8pp | 373.84%-348.1pp |
| Employer contribution / active EE | $1,541 | $5,478-71.9% | $4,821-68.0% | $4,755-67.6% |
| Participant deferral / active EE | $1,708 | $6,522-73.8% | $5,682-69.9% | $6,713-74.5% |
| Admin fee / account holder | $4,127 | $16,158-74.5% | $13,215-68.8% | $11,407-63.8% |