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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 | $14,774 | $155,555-90.5% | $146,866-89.9% | $155,188-90.5% |
| Participation rate | 64.3% | 84.0%-19.7pp | 82.5%-18.2pp | 80.8%-16.5pp |
| Annual return | 16.91% | 115.41%-98.5pp | 102.85%-85.9pp | 148.84%-131.9pp |
| Employer contribution / active EE | $964 | $4,647-79.2% | $4,425-78.2% | $4,248-77.3% |
| Participant deferral / active EE | $2,051 | $8,044-74.5% | $7,759-73.6% | $6,531-68.6% |
| Admin fee / account holder | $2,460 | $14,755-83.3% | $13,620-81.9% | $14,480-83.0% |