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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 | $22,075 | $198,457-88.9% | $170,435-87.0% | $147,586-85.0% |
| Participation rate | 69.6% | 88.0%-18.4pp | 83.6%-14.0pp | 82.8%-13.3pp |
| Annual return | 11.76% | 257.30%-245.5pp | 205.94%-194.2pp | 578.59%-566.8pp |
| Employer contribution / active EE | $1,434 | $6,183-76.8% | $5,432-73.6% | $4,876-70.6% |
| Participant deferral / active EE | $1,815 | $5,629-67.8% | $4,939-63.3% | $5,439-66.6% |
| Admin fee / account holder | $1,362 | $16,852-91.9% | $13,881-90.2% | $10,886-87.5% |