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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 | $15,266 | $175,259-91.3% | $149,723-89.8% | $139,487-89.1% |
| Participation rate | 64.7% | 83.4%-18.7pp | 78.8%-14.1pp | 80.3%-15.6pp |
| Annual return | 16.39% | 166.82%-150.4pp | 134.50%-118.1pp | 373.84%-357.5pp |
| Employer contribution / active EE | $1,425 | $5,478-74.0% | $4,821-70.4% | $4,755-70.0% |
| Participant deferral / active EE | $1,739 | $6,522-73.3% | $5,682-69.4% | $6,713-74.1% |
| Admin fee / account holder | $546 | $16,158-96.6% | $13,215-95.9% | $11,407-95.2% |