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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 | $16,513 | $199,109-91.7% | $173,730-90.5% | $154,746-89.3% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.6%-12.9pp | 80.7%-14.0pp |
| Annual return | 15.33% | 20.02%-4.7pp | 19.96%-4.6pp | 172.34%-157.0pp |
| Employer contribution / active EE | $2,022 | $5,311-61.9% | $4,577-55.8% | $4,379-53.8% |
| Participant deferral / active EE | $2,022 | $7,113-71.6% | $6,326-68.0% | $6,730-70.0% |
| Admin fee / account holder | $3,900 | $20,916-81.4% | $17,523-77.7% | $14,365-72.9% |