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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 | $17,559 | $165,381-89.4% | $149,730-88.3% | $158,966-89.0% |
| Participation rate | 65.0% | 84.6%-19.6pp | 82.5%-17.5pp | 82.0%-17.0pp |
| Annual return | 17.16% | 348.29%-331.1pp | 276.70%-259.5pp | 302.95%-285.8pp |
| Employer contribution / active EE | $1,247 | $5,104-75.6% | $4,645-73.2% | $4,762-73.8% |
| Participant deferral / active EE | $2,333 | $7,182-67.5% | $6,843-65.9% | $5,983-61.0% |
| Admin fee / account holder | $505 | $10,809-95.3% | $9,310-94.6% | $11,250-95.5% |