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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 | $13,153 | $154,228-91.5% | $145,433-91.0% | $137,256-90.4% |
| Participation rate | 52.2% | 83.8%-31.6pp | 82.1%-29.9pp | 80.0%-27.8pp |
| Annual return | 20.83% | 74.59%-53.8pp | 66.58%-45.7pp | 220.34%-199.5pp |
| Employer contribution / active EE | $1,398 | $4,804-70.9% | $4,554-69.3% | $4,156-66.4% |
| Participant deferral / active EE | $2,105 | $8,216-74.4% | $7,897-73.3% | $6,407-67.1% |
| Admin fee / account holder | $1,771 | $14,344-87.7% | $13,129-86.5% | $12,270-85.6% |