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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 | $11,467 | $148,623-92.3% | $135,974-91.6% | $139,466-91.8% |
| Participation rate | 61.5% | 83.9%-22.3pp | 81.9%-20.4pp | 80.3%-18.8pp |
| Annual return | 29.73% | 79.30%-49.6pp | 68.30%-38.6pp | 373.66%-343.9pp |
| Employer contribution / active EE | $1,395 | $5,246-73.4% | $4,859-71.3% | $4,754-70.7% |
| Participant deferral / active EE | $2,289 | $8,103-71.8% | $7,760-70.5% | $6,712-65.9% |
| Admin fee / account holder | $427 | $12,406-96.6% | $10,767-96.0% | $11,409-96.3% |