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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 | $25,405 | $153,769-83.5% | $133,975-81.0% | $273,972-90.7% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.1%-37.1pp | 83.0%-33.0pp |
| Annual return | 13.48% | 36.51%-23.0pp | 29.29%-15.8pp | 41.46%-28.0pp |
| Employer contribution / active EE | $5,969 | $6,029-1.0% | $5,211+14.5% | $4,869+22.6% |
| Participant deferral / active EE | $2,129 | $6,958-69.4% | $6,282-66.1% | $5,287-59.7% |
| Admin fee / account holder | $983 | $11,765-91.6% | $9,324-89.5% | $10,133-90.3% |