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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 | $11,370 | $148,623-92.3% | $135,974-91.6% | $139,466-91.8% |
| Participation rate | 69.2% | 83.9%-14.6pp | 81.9%-12.7pp | 80.3%-11.1pp |
| Annual return | 22.74% | 79.30%-56.6pp | 68.30%-45.6pp | 373.66%-350.9pp |
| Employer contribution / active EE | $1,640 | $5,246-68.7% | $4,859-66.3% | $4,754-65.5% |
| Participant deferral / active EE | $2,156 | $8,103-73.4% | $7,760-72.2% | $6,712-67.9% |
| Admin fee / account holder | $558 | $12,406-95.5% | $10,767-94.8% | $11,409-95.1% |