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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 | $7,392 | $165,399-95.5% | $149,745-95.1% | $158,982-95.4% |
| Participation rate | 63.6% | 84.6%-20.9pp | 82.5%-18.8pp | 82.0%-18.3pp |
| Annual return | 20.63% | 348.34%-327.7pp | 276.72%-256.1pp | 302.99%-282.4pp |
| Employer contribution / active EE | $1,709 | $5,105-66.5% | $4,646-63.2% | $4,763-64.1% |
| Participant deferral / active EE | $2,281 | $7,183-68.2% | $6,843-66.7% | $5,983-61.9% |
| Admin fee / account holder | $4,063 | $10,811-62.4% | $9,312-56.4% | $11,252-63.9% |