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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 | $20,964 | $157,304-86.7% | $141,197-85.2% | $152,909-86.3% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 28.04% | 64.34%-36.3pp | 71.41%-43.4pp | 345.46%-317.4pp |
| Employer contribution / active EE | $1,406 | $5,263-73.3% | $4,736-70.3% | $4,764-70.5% |
| Participant deferral / active EE | $2,215 | $7,111-68.9% | $6,710-67.0% | $5,851-62.1% |
| Admin fee / account holder | $3,070 | $12,126-74.7% | $10,265-70.1% | $11,601-73.5% |