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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 | $23,735 | $217,432-89.1% | $185,849-87.2% | $167,536-85.8% |
| Participation rate | 66.7% | 86.1%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 10.25% | 148.42%-138.2pp | 122.10%-111.9pp | 478.82%-468.6pp |
| Employer contribution / active EE | $2,167 | $5,875-63.1% | $5,169-58.1% | $4,839-55.2% |
| Participant deferral / active EE | $836 | $6,357-86.9% | $5,569-85.0% | $6,342-86.8% |
| Admin fee / account holder | $1,092 | $19,818-94.5% | $16,244-93.3% | $12,315-91.1% |