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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 | $14,609 | $227,291-93.6% | $214,702-93.2% | $155,188-90.6% |
| Participation rate | 60.0% | 88.0%-28.0pp | 87.5%-27.5pp | 80.8%-20.8pp |
| Annual return | 22.93% | 60.08%-37.1pp | 54.55%-31.6pp | 148.84%-125.9pp |
| Employer contribution / active EE | $2,144 | $6,772-68.3% | $6,461-66.8% | $4,248-49.5% |
| Participant deferral / active EE | $2,144 | $9,582-77.6% | $9,147-76.6% | $6,531-67.2% |
| Admin fee / account holder | $3,851 | $20,413-81.1% | $19,830-80.6% | $14,480-73.4% |