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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 | $17,718 | $171,492-89.7% | $150,734-88.2% | $198,609-91.1% |
| Participation rate | 45.5% | 81.4%-36.0pp | 78.4%-33.0pp | 82.4%-36.9pp |
| Annual return | 20.32% | 804.70%-784.4pp | 600.81%-580.5pp | 202.70%-182.4pp |
| Employer contribution / active EE | $2,232 | $5,470-59.2% | $4,918-54.6% | $5,055-55.9% |
| Participant deferral / active EE | $176 | $6,259-97.2% | $5,610-96.9% | $6,977-97.5% |
| Admin fee / account holder | $1,407 | $17,628-92.0% | $14,905-90.6% | $19,030-92.6% |