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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 | $14,955 | $154,228-90.3% | $145,433-89.7% | $137,256-89.1% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 20.27% | 74.59%-54.3pp | 66.58%-46.3pp | 220.34%-200.1pp |
| Employer contribution / active EE | $1,303 | $4,804-72.9% | $4,554-71.4% | $4,156-68.6% |
| Participant deferral / active EE | $2,003 | $8,216-75.6% | $7,897-74.6% | $6,407-68.7% |
| Admin fee / account holder | $1,693 | $14,344-88.2% | $13,129-87.1% | $12,270-86.2% |