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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 | $13,318 | $148,582-91.0% | $135,942-90.2% | $139,456-90.5% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 17.22% | 79.26%-62.0pp | 68.28%-51.1pp | 373.45%-356.2pp |
| Employer contribution / active EE | $1,106 | $5,245-78.9% | $4,858-77.2% | $4,753-76.7% |
| Participant deferral / active EE | $2,376 | $8,101-70.7% | $7,759-69.4% | $6,711-64.6% |
| Admin fee / account holder | $1,676 | $12,402-86.5% | $10,764-84.4% | $11,407-85.3% |