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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 | $10,602 | $159,934-93.4% | $147,005-92.8% | $145,959-92.7% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 10.19% | 98.24%-88.1pp | 418.76%-408.6pp | 561.95%-551.8pp |
| Employer contribution / active EE | $1,306 | $5,287-75.3% | $4,934-73.5% | $4,661-72.0% |
| Participant deferral / active EE | $2,200 | $8,427-73.9% | $8,070-72.7% | $6,689-67.1% |
| Admin fee / account holder | $4,222 | $15,053-72.0% | $13,006-67.5% | $13,398-68.5% |