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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 | $21,274 | $105,210-79.8% | $159,487-86.7% | $85,851-75.2% |
| Participation rate | 62.5% | 75.8%-13.3pp | 82.8%-20.3pp | 69.3%-6.8pp |
| Annual return | 15.67% | 45.08%-29.4pp | 263.71%-248.0pp | 318.63%-303.0pp |
| Employer contribution / active EE | $1,453 | $3,319-56.2% | $4,831-69.9% | $2,565-43.4% |
| Participant deferral / active EE | $2,192 | $5,946-63.1% | $7,354-70.2% | $3,952-44.5% |
| Admin fee / account holder | $337 | $6,934-95.1% | $10,804-96.9% | $6,261-94.6% |