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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 | $11,121 | $156,398-92.9% | $147,318-92.5% | $138,895-92.0% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 19.65% | 78.75%-59.1pp | 70.43%-50.8pp | 145.39%-125.7pp |
| Employer contribution / active EE | $1,000 | $4,853-79.4% | $4,593-78.2% | $4,194-76.2% |
| Participant deferral / active EE | $1,507 | $8,237-81.7% | $7,906-80.9% | $6,396-76.4% |
| Admin fee / account holder | $436 | $14,976-97.1% | $13,708-96.8% | $12,562-96.5% |