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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 | $8,870 | $185,905-95.2% | $170,057-94.8% | $139,487-93.6% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 29.62% | 60.56%-30.9pp | 53.42%-23.8pp | 373.84%-344.2pp |
| Employer contribution / active EE | $1,557 | $7,597-79.5% | $6,790-77.1% | $4,755-67.3% |
| Participant deferral / active EE | $2,634 | $11,627-77.3% | $10,411-74.7% | $6,713-60.8% |
| Admin fee / account holder | $1,680 | $15,397-89.1% | $12,826-86.9% | $11,407-85.3% |