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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 | $8,395 | $165,399-94.9% | $149,745-94.4% | $158,982-94.7% |
| Participation rate | 40.0% | 84.6%-44.6pp | 82.5%-42.5pp | 82.0%-42.0pp |
| Annual return | 11.84% | 348.34%-336.5pp | 276.72%-264.9pp | 302.99%-291.1pp |
| Employer contribution / active EE | $1,188 | $5,105-76.7% | $4,646-74.4% | $4,763-75.1% |
| Participant deferral / active EE | $1,973 | $7,183-72.5% | $6,843-71.2% | $5,983-67.0% |
| Admin fee / account holder | $3,827 | $10,811-64.6% | $9,312-58.9% | $11,252-66.0% |