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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 | $17,486 | $157,829-88.9% | $136,867-87.2% | $198,609-91.2% |
| Participation rate | 50.0% | 77.2%-27.2pp | 74.5%-24.5pp | 82.4%-32.4pp |
| Annual return | 16.79% | 51.25%-34.5pp | 42.97%-26.2pp | 202.70%-185.9pp |
| Employer contribution / active EE | $879 | $3,923-77.6% | $3,547-75.2% | $5,055-82.6% |
| Participant deferral / active EE | $1,002 | $5,463-81.7% | $4,924-79.6% | $6,977-85.6% |
| Admin fee / account holder | $2,427 | $11,107-78.1% | $10,340-76.5% | $19,030-87.2% |