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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 | $20,361 | $217,432-90.6% | $185,851-89.0% | $167,553-87.8% |
| Participation rate | 66.7% | 86.1%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 34.07% | 148.43%-114.4pp | 122.11%-88.0pp | 478.89%-444.8pp |
| Employer contribution / active EE | $1,532 | $5,874-73.9% | $5,168-70.4% | $4,840-68.4% |
| Participant deferral / active EE | $2,149 | $6,357-66.2% | $5,569-61.4% | $6,343-66.1% |
| Admin fee / account holder | $2,442 | $19,820-87.7% | $16,245-85.0% | $12,316-80.2% |