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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 | $7,527 | $181,062-95.8% | $158,223-95.2% | $155,188-95.1% |
| Participation rate | 57.1% | 82.7%-25.5pp | 79.2%-22.1pp | 80.8%-23.7pp |
| Annual return | 20.70% | 57.39%-36.7pp | 52.09%-31.4pp | 148.84%-128.1pp |
| Employer contribution / active EE | $1,197 | $4,565-73.8% | $4,109-70.9% | $4,248-71.8% |
| Participant deferral / active EE | $1,828 | $6,134-70.2% | $5,467-66.6% | $6,531-72.0% |
| Admin fee / account holder | $1,705 | $18,825-90.9% | $16,047-89.4% | $14,480-88.2% |