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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 | $16,746 | $165,381-89.9% | $149,730-88.8% | $158,966-89.5% |
| Participation rate | 69.2% | 84.6%-15.3pp | 82.5%-13.3pp | 82.0%-12.7pp |
| Annual return | 37.96% | 348.29%-310.3pp | 276.70%-238.7pp | 302.95%-265.0pp |
| Employer contribution / active EE | $1,674 | $5,104-67.2% | $4,645-64.0% | $4,762-64.9% |
| Participant deferral / active EE | $2,238 | $7,182-68.8% | $6,843-67.3% | $5,983-62.6% |
| Admin fee / account holder | $1,778 | $10,809-83.5% | $9,310-80.9% | $11,250-84.2% |