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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 | $26,854 | $144,130-81.4% | $117,861-77.2% | $147,586-81.8% |
| Participation rate | 50.0% | 83.4%-33.4pp | 79.7%-29.7pp | 82.8%-32.8pp |
| Annual return | 17.96% | 531.20%-513.2pp | 335.11%-317.1pp | 578.59%-560.6pp |
| Employer contribution / active EE | $1,170 | $4,897-76.1% | $3,786-69.1% | $4,876-76.0% |
| Participant deferral / active EE | $1,199 | $5,316-77.5% | $4,482-73.3% | $5,439-78.0% |
| Admin fee / account holder | $8,424 | $10,887-22.6% | $8,021+5.0% | $10,886-22.6% |