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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 | $7,738 | $154,228-95.0% | $145,433-94.7% | $137,256-94.4% |
| Participation rate | 43.8% | 83.8%-40.0pp | 82.1%-38.4pp | 80.0%-36.2pp |
| Annual return | 15.33% | 74.59%-59.3pp | 66.58%-51.2pp | 220.34%-205.0pp |
| Employer contribution / active EE | $1,274 | $4,804-73.5% | $4,554-72.0% | $4,156-69.4% |
| Participant deferral / active EE | $1,611 | $8,216-80.4% | $7,897-79.6% | $6,407-74.9% |
| Admin fee / account holder | $3,260 | $14,344-77.3% | $13,129-75.2% | $12,270-73.4% |