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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 | $21,332 | $198,457-89.3% | $170,435-87.5% | $147,586-85.5% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 13.58% | 257.30%-243.7pp | 205.94%-192.4pp | 578.59%-565.0pp |
| Employer contribution / active EE | $2,559 | $6,183-58.6% | $5,432-52.9% | $4,876-47.5% |
| Participant deferral / active EE | $295 | $5,629-94.8% | $4,939-94.0% | $5,439-94.6% |
| Admin fee / account holder | $913 | $16,852-94.6% | $13,881-93.4% | $10,886-91.6% |