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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 | $11,290 | $160,040-92.9% | $147,096-92.3% | $145,877-92.3% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 17.09% | 98.49%-81.4pp | 419.75%-402.7pp | 551.28%-534.2pp |
| Employer contribution / active EE | $1,517 | $5,289-71.3% | $4,936-69.3% | $4,663-67.5% |
| Participant deferral / active EE | $2,123 | $8,429-74.8% | $8,071-73.7% | $6,691-68.3% |
| Admin fee / account holder | $1,669 | $15,050-88.9% | $13,005-87.2% | $13,402-87.5% |