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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 | $17,523 | $79,089-77.8% | $100,392-82.5% | $74,459-76.5% |
| Participation rate | 64.0% | 79.4%-15.4pp | 81.5%-17.5pp | 67.2%-3.2pp |
| Annual return | 24.29% | 20.61%+3.7pp | 49.45%-25.2pp | 1369.70%-1345.4pp |
| Employer contribution / active EE | $1,885 | $3,015-37.5% | $3,941-52.2% | $2,626-28.2% |
| Participant deferral / active EE | $3,085 | $7,747-60.2% | $8,090-61.9% | $4,350-29.1% |
| Admin fee / account holder | $1,046 | $1,336-21.7% | $7,904-86.8% | $1,945-46.2% |