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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 | $16,270 | $115,814-86.0% | $101,275-83.9% | $158,982-89.8% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 19.46% | 56.16%-36.7pp | 46.48%-27.0pp | 302.99%-283.5pp |
| Employer contribution / active EE | $1,273 | $4,176-69.5% | $3,660-65.2% | $4,763-73.3% |
| Participant deferral / active EE | $1,300 | $4,958-73.8% | $4,371-70.3% | $5,983-78.3% |
| Admin fee / account holder | $304 | $7,249-95.8% | $5,948-94.9% | $11,252-97.3% |