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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 | $12,403 | $162,136-92.4% | $152,301-91.9% | $154,746-92.0% |
| Participation rate | 33.3% | 84.1%-50.8pp | 82.4%-49.1pp | 80.7%-47.4pp |
| Annual return | 31.18% | 91.02%-59.8pp | 80.50%-49.3pp | 172.34%-141.2pp |
| Employer contribution / active EE | $1,483 | $4,890-69.7% | $4,624-67.9% | $4,379-66.1% |
| Participant deferral / active EE | $1,913 | $8,341-77.1% | $8,004-76.1% | $6,730-71.6% |
| Admin fee / account holder | $1,092 | $15,759-93.1% | $14,398-92.4% | $14,365-92.4% |