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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 | $9,356 | $201,264-95.4% | $184,185-94.9% | $145,978-93.6% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 36.26% | 29.00%+7.3pp | 28.81%+7.5pp | 550.52%-514.3pp |
| Employer contribution / active EE | $1,467 | $7,021-79.1% | $6,426-77.2% | $4,662-68.5% |
| Participant deferral / active EE | $2,451 | $9,806-75.0% | $9,132-73.2% | $6,690-63.4% |
| Admin fee / account holder | $2,931 | $16,376-82.1% | $13,909-78.9% | $13,400-78.1% |