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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 | $16,164 | $165,381-90.2% | $149,730-89.2% | $158,966-89.8% |
| Participation rate | 61.5% | 84.6%-23.0pp | 82.5%-20.9pp | 82.0%-20.4pp |
| Annual return | 14.29% | 348.29%-334.0pp | 276.70%-262.4pp | 302.95%-288.7pp |
| Employer contribution / active EE | $1,049 | $5,104-79.4% | $4,645-77.4% | $4,762-78.0% |
| Participant deferral / active EE | $2,163 | $7,182-69.9% | $6,843-68.4% | $5,983-63.9% |
| Admin fee / account holder | $5,700 | $10,809-47.3% | $9,310-38.8% | $11,250-49.3% |