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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 | $19,625 | $157,296-87.5% | $141,191-86.1% | $152,897-87.2% |
| Participation rate | 63.6% | 84.8%-21.2pp | 82.5%-18.8pp | 82.5%-18.8pp |
| Annual return | 26.02% | 64.34%-38.3pp | 71.41%-45.4pp | 345.43%-319.4pp |
| Employer contribution / active EE | $1,794 | $5,262-65.9% | $4,736-62.1% | $4,764-62.3% |
| Participant deferral / active EE | $2,051 | $7,111-71.2% | $6,710-69.4% | $5,851-64.9% |
| Admin fee / account holder | $304 | $12,125-97.5% | $10,264-97.0% | $11,599-97.4% |