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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 | $9,282 | $174,379-94.7% | $152,093-93.9% | $138,895-93.3% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 23.47% | 74.86%-51.4pp | 66.36%-42.9pp | 145.39%-121.9pp |
| Employer contribution / active EE | $1,139 | $4,652-75.5% | $4,175-72.7% | $4,194-72.8% |
| Participant deferral / active EE | $1,454 | $6,159-76.4% | $5,451-73.3% | $6,396-77.3% |
| Admin fee / account holder | $547 | $16,880-96.8% | $14,497-96.2% | $12,562-95.6% |