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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 | $17,417 | $175,231-90.1% | $149,696-88.4% | $139,466-87.5% |
| Participation rate | 64.3% | 83.4%-19.1pp | 78.8%-14.5pp | 80.3%-16.0pp |
| Annual return | 16.97% | 166.77%-149.8pp | 134.46%-117.5pp | 373.66%-356.7pp |
| Employer contribution / active EE | $1,522 | $5,478-72.2% | $4,821-68.4% | $4,754-68.0% |
| Participant deferral / active EE | $1,614 | $6,521-75.2% | $5,682-71.6% | $6,712-75.9% |
| Admin fee / account holder | $3,892 | $16,155-75.9% | $13,212-70.5% | $11,409-65.9% |