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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 | $23,141 | $196,972-88.3% | $182,262-87.3% | $198,609-88.3% |
| Participation rate | 47.8% | 85.7%-37.9pp | 84.2%-36.4pp | 82.4%-34.6pp |
| Annual return | 24.21% | 158.27%-134.1pp | 140.60%-116.4pp | 202.70%-178.5pp |
| Employer contribution / active EE | $1,464 | $5,364-72.7% | $5,046-71.0% | $5,055-71.0% |
| Participant deferral / active EE | $1,973 | $8,643-77.2% | $8,276-76.2% | $6,977-71.7% |
| Admin fee / account holder | $312 | $18,429-98.3% | $16,712-98.1% | $19,030-98.4% |