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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 | $24,203 | $197,603-87.8% | $177,827-86.4% | $158,950-84.8% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 28.92% | 58.76%-29.8pp | 48.32%-19.4pp | 302.91%-274.0pp |
| Employer contribution / active EE | $1,564 | $6,698-76.6% | $5,918-73.6% | $4,762-67.2% |
| Participant deferral / active EE | $2,549 | $8,404-69.7% | $7,713-67.0% | $5,983-57.4% |
| Admin fee / account holder | $340 | $15,402-97.8% | $12,429-97.3% | $11,248-97.0% |