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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 | $8,216 | $154,228-94.7% | $145,433-94.4% | $137,256-94.0% |
| Participation rate | 61.5% | 83.8%-22.3pp | 82.1%-20.6pp | 80.0%-18.4pp |
| Annual return | 18.96% | 74.59%-55.6pp | 66.58%-47.6pp | 220.34%-201.4pp |
| Employer contribution / active EE | $1,206 | $4,804-74.9% | $4,554-73.5% | $4,156-71.0% |
| Participant deferral / active EE | $1,618 | $8,216-80.3% | $7,897-79.5% | $6,407-74.7% |
| Admin fee / account holder | $481 | $14,344-96.6% | $13,129-96.3% | $12,270-96.1% |