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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 | $15,089 | $165,381-90.9% | $149,730-89.9% | $158,966-90.5% |
| Participation rate | 57.1% | 84.6%-27.4pp | 82.5%-25.3pp | 82.0%-24.8pp |
| Annual return | 11.38% | 348.29%-336.9pp | 276.70%-265.3pp | 302.95%-291.6pp |
| Employer contribution / active EE | $919 | $5,104-82.0% | $4,645-80.2% | $4,762-80.7% |
| Participant deferral / active EE | $2,194 | $7,182-69.5% | $6,843-67.9% | $5,983-63.3% |
| Admin fee / account holder | $3,194 | $10,809-70.5% | $9,310-65.7% | $11,250-71.6% |