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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 | $23,014 | $209,336-89.0% | $197,124-88.3% | $137,256-83.2% |
| Participation rate | 50.0% | 87.3%-37.3pp | 86.7%-36.7pp | 80.0%-30.0pp |
| Annual return | 16.14% | 48.09%-32.0pp | 44.34%-28.2pp | 220.34%-204.2pp |
| Employer contribution / active EE | $1,492 | $6,591-77.4% | $6,227-76.0% | $4,156-64.1% |
| Participant deferral / active EE | $1,558 | $9,614-83.8% | $9,135-82.9% | $6,407-75.7% |
| Admin fee / account holder | $28,743 | $17,308+66.1% | $16,298+76.4% | $12,270+134.2% |