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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 | $21,989 | $144,130-84.7% | $117,861-81.3% | $147,586-85.1% |
| Participation rate | 64.7% | 83.4%-18.7pp | 79.7%-15.0pp | 82.8%-18.1pp |
| Annual return | 14.47% | 531.20%-516.7pp | 335.11%-320.6pp | 578.59%-564.1pp |
| Employer contribution / active EE | $2,993 | $4,897-38.9% | $3,786-21.0% | $4,876-38.6% |
| Participant deferral / active EE | $1,459 | $5,316-72.6% | $4,482-67.5% | $5,439-73.2% |
| Admin fee / account holder | $4,112 | $10,887-62.2% | $8,021-48.7% | $10,886-62.2% |