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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 | $7,083 | $185,312-96.2% | $161,489-95.6% | $154,746-95.4% |
| Participation rate | 62.5% | 82.5%-20.0pp | 78.7%-16.2pp | 80.7%-18.2pp |
| Annual return | 21.72% | 103.84%-82.1pp | 89.72%-68.0pp | 172.34%-150.6pp |
| Employer contribution / active EE | $1,155 | $4,769-75.8% | $4,268-72.9% | $4,379-73.6% |
| Participant deferral / active EE | $1,482 | $6,350-76.7% | $5,630-73.7% | $6,730-78.0% |
| Admin fee / account holder | $1,016 | $18,654-94.6% | $16,006-93.6% | $14,365-92.9% |