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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 | $12,956 | $156,398-91.7% | $147,318-91.2% | $138,895-90.7% |
| Participation rate | 52.6% | 83.8%-31.1pp | 82.1%-29.4pp | 79.9%-27.3pp |
| Annual return | 14.38% | 78.75%-64.4pp | 70.43%-56.1pp | 145.39%-131.0pp |
| Employer contribution / active EE | $1,856 | $4,853-61.7% | $4,593-59.6% | $4,194-55.7% |
| Participant deferral / active EE | $1,982 | $8,237-75.9% | $7,906-74.9% | $6,396-69.0% |
| Admin fee / account holder | $4,772 | $14,976-68.1% | $13,708-65.2% | $12,562-62.0% |