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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 | $15,137 | $209,425-92.8% | $178,499-91.5% | $158,966-90.5% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 20.14% | 188.80%-168.7pp | 151.10%-131.0pp | 302.95%-282.8pp |
| Employer contribution / active EE | $1,243 | $5,707-78.2% | $5,011-75.2% | $4,762-73.9% |
| Participant deferral / active EE | $1,410 | $5,955-76.3% | $5,202-72.9% | $5,983-76.4% |
| Admin fee / account holder | $1,192 | $17,078-93.0% | $13,986-91.5% | $11,250-89.4% |