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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 | $10,912 | $154,228-92.9% | $145,433-92.5% | $137,256-92.0% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 56.98% | 74.59%-17.6pp | 66.58%-9.6pp | 220.34%-163.4pp |
| Employer contribution / active EE | $1,457 | $4,804-69.7% | $4,554-68.0% | $4,156-64.9% |
| Participant deferral / active EE | $1,947 | $8,216-76.3% | $7,897-75.3% | $6,407-69.6% |
| Admin fee / account holder | $1,918 | $14,344-86.6% | $13,129-85.4% | $12,270-84.4% |