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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 | $7,851 | $185,312-95.8% | $161,489-95.1% | $154,746-94.9% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 16.70% | 103.84%-87.1pp | 89.72%-73.0pp | 172.34%-155.6pp |
| Employer contribution / active EE | $1,407 | $4,769-70.5% | $4,268-67.0% | $4,379-67.9% |
| Participant deferral / active EE | $1,706 | $6,350-73.1% | $5,630-69.7% | $6,730-74.6% |
| Admin fee / account holder | $1,509 | $18,654-91.9% | $16,006-90.6% | $14,365-89.5% |