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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 | $9,588 | $148,623-93.5% | $135,974-92.9% | $139,466-93.1% |
| Participation rate | 40.0% | 83.9%-43.9pp | 81.9%-41.9pp | 80.3%-40.3pp |
| Annual return | 15.39% | 79.30%-63.9pp | 68.30%-52.9pp | 373.66%-358.3pp |
| Employer contribution / active EE | $1,042 | $5,246-80.1% | $4,859-78.5% | $4,754-78.1% |
| Participant deferral / active EE | $1,135 | $8,103-86.0% | $7,760-85.4% | $6,712-83.1% |
| Admin fee / account holder | $2,181 | $12,406-82.4% | $10,767-79.7% | $11,409-80.9% |