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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 | $20,193 | $198,457-89.8% | $170,435-88.2% | $147,586-86.3% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 13.10% | 257.30%-244.2pp | 205.94%-192.8pp | 578.59%-565.5pp |
| Employer contribution / active EE | $1,308 | $6,183-78.8% | $5,432-75.9% | $4,876-73.2% |
| Participant deferral / active EE | $1,863 | $5,629-66.9% | $4,939-62.3% | $5,439-65.8% |
| Admin fee / account holder | $3,137 | $16,852-81.4% | $13,881-77.4% | $10,886-71.2% |