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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 | $17,616 | $117,846-85.1% | $102,434-82.8% | $145,884-87.9% |
| Participation rate | 66.7% | 78.6%-12.0pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 11.96% | 31.90%-19.9pp | 29.46%-17.5pp | 551.85%-539.9pp |
| Employer contribution / active EE | $1,483 | $3,615-59.0% | $3,023-50.9% | $4,662-68.2% |
| Participant deferral / active EE | $1,506 | $5,733-73.7% | $5,055-70.2% | $6,690-77.5% |
| Admin fee / account holder | $2,955 | $13,356-77.9% | $9,462-68.8% | $13,392-77.9% |