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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 | $9,536 | $162,136-94.1% | $152,301-93.7% | $154,746-93.8% |
| Participation rate | 33.3% | 84.1%-50.8pp | 82.4%-49.1pp | 80.7%-47.4pp |
| Annual return | 15.81% | 91.02%-75.2pp | 80.50%-64.7pp | 172.34%-156.5pp |
| Employer contribution / active EE | $1,144 | $4,890-76.6% | $4,624-75.3% | $4,379-73.9% |
| Participant deferral / active EE | $2,179 | $8,341-73.9% | $8,004-72.8% | $6,730-67.6% |
| Admin fee / account holder | $14,850 | $15,759-5.8% | $14,398+3.1% | $14,365+3.4% |