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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 | $12,483 | $162,136-92.3% | $152,301-91.8% | $154,746-91.9% |
| Participation rate | 45.5% | 84.1%-38.7pp | 82.4%-37.0pp | 80.7%-35.2pp |
| Annual return | 18.29% | 91.02%-72.7pp | 80.50%-62.2pp | 172.34%-154.0pp |
| Employer contribution / active EE | $1,000 | $4,890-79.5% | $4,624-78.4% | $4,379-77.2% |
| Participant deferral / active EE | $1,453 | $8,341-82.6% | $8,004-81.8% | $6,730-78.4% |
| Admin fee / account holder | $6,489 | $15,759-58.8% | $14,398-54.9% | $14,365-54.8% |