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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 | $223,823-89.7% | $211,142-89.1% | $154,746-85.1% |
| Participation rate | 50.0% | 87.9%-37.9pp | 87.3%-37.3pp | 80.7%-30.7pp |
| Annual return | 16.14% | 50.39%-34.3pp | 46.84%-30.7pp | 172.34%-156.2pp |
| Employer contribution / active EE | $1,492 | $6,787-78.0% | $6,442-76.8% | $4,379-65.9% |
| Participant deferral / active EE | $1,558 | $9,750-84.0% | $9,284-83.2% | $6,730-76.9% |
| Admin fee / account holder | $28,743 | $19,707+45.8% | $19,076+50.7% | $14,365+100.1% |