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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 | $7,593 | $159,978-95.3% | $147,041-94.8% | $145,978-94.8% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 14.01% | 98.36%-84.4pp | 419.21%-405.2pp | 550.52%-536.5pp |
| Employer contribution / active EE | $1,265 | $5,288-76.1% | $4,935-74.4% | $4,662-72.9% |
| Participant deferral / active EE | $1,663 | $8,429-80.3% | $8,071-79.4% | $6,690-75.1% |
| Admin fee / account holder | $819 | $15,053-94.6% | $13,006-93.7% | $13,400-93.9% |