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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 | $18,462 | $157,296-88.3% | $141,191-86.9% | $152,897-87.9% |
| Participation rate | 54.5% | 84.8%-30.3pp | 82.5%-27.9pp | 82.5%-27.9pp |
| Annual return | 22.47% | 64.34%-41.9pp | 71.41%-48.9pp | 345.43%-323.0pp |
| Employer contribution / active EE | $1,383 | $5,262-73.7% | $4,736-70.8% | $4,764-71.0% |
| Participant deferral / active EE | $1,801 | $7,111-74.7% | $6,710-73.2% | $5,851-69.2% |
| Admin fee / account holder | $2,192 | $12,125-81.9% | $10,264-78.6% | $11,599-81.1% |