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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 | $18,159 | $185,883-90.2% | $170,043-89.3% | $139,466-87.0% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 17.69% | 60.54%-42.9pp | 53.40%-35.7pp | 373.66%-356.0pp |
| Employer contribution / active EE | $1,889 | $7,596-75.1% | $6,790-72.2% | $4,754-60.3% |
| Participant deferral / active EE | $2,211 | $11,626-81.0% | $10,410-78.8% | $6,712-67.1% |
| Admin fee / account holder | $4,145 | $15,393-73.1% | $12,824-67.7% | $11,409-63.7% |