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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 | $24,002 | $184,000-87.0% | $162,185-85.2% | $152,909-84.3% |
| Participation rate | 64.3% | 88.5%-24.2pp | 87.6%-23.3pp | 82.5%-18.2pp |
| Annual return | 24.10% | 150.80%-126.7pp | 115.61%-91.5pp | 345.46%-321.4pp |
| Employer contribution / active EE | $3,386 | $6,370-46.8% | $5,613-39.7% | $4,764-28.9% |
| Participant deferral / active EE | $1,577 | $8,033-80.4% | $7,297-78.4% | $5,851-73.1% |
| Admin fee / account holder | $22,020 | $13,124+67.8% | $10,844+103.1% | $11,601+89.8% |