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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 | $33,332 | $227,399-85.3% | $189,758-82.4% | $198,609-83.2% |
| Participation rate | 55.0% | 84.0%-29.0pp | 79.8%-24.8pp | 82.4%-27.4pp |
| Annual return | 17.56% | 61.03%-43.5pp | 52.62%-35.1pp | 202.70%-185.1pp |
| Employer contribution / active EE | $1,806 | $5,526-67.3% | $4,767-62.1% | $5,055-64.3% |
| Participant deferral / active EE | $702 | $6,837-89.7% | $5,856-88.0% | $6,977-89.9% |
| Admin fee / account holder | $588 | $25,162-97.7% | $20,388-97.1% | $19,030-96.9% |