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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 | $14,707 | $154,228-90.5% | $145,433-89.9% | $137,256-89.3% |
| Participation rate | 63.6% | 83.8%-20.2pp | 82.1%-18.5pp | 80.0%-16.3pp |
| Annual return | 24.31% | 74.59%-50.3pp | 66.58%-42.3pp | 220.34%-196.0pp |
| Employer contribution / active EE | $1,115 | $4,804-76.8% | $4,554-75.5% | $4,156-73.2% |
| Participant deferral / active EE | $2,205 | $8,216-73.2% | $7,897-72.1% | $6,407-65.6% |
| Admin fee / account holder | $4,716 | $14,344-67.1% | $13,129-64.1% | $12,270-61.6% |