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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 | $9,839 | $105,864-90.7% | $90,162-89.1% | $147,585-93.3% |
| Participation rate | 60.0% | 79.7%-19.7pp | 76.9%-16.9pp | 82.8%-22.8pp |
| Annual return | 16.74% | 37.63%-20.9pp | 34.88%-18.1pp | 578.57%-561.8pp |
| Employer contribution / active EE | $1,033 | $4,126-75.0% | $3,318-68.9% | $4,876-78.8% |
| Participant deferral / active EE | $1,459 | $5,733-74.6% | $5,287-72.4% | $5,439-73.2% |
| Admin fee / account holder | $717 | $8,046-91.1% | $5,943-87.9% | $10,885-93.4% |