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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 | $15,145 | $196,972-92.3% | $182,262-91.7% | $198,609-92.4% |
| Participation rate | 69.2% | 85.7%-16.5pp | 84.2%-15.0pp | 82.4%-13.1pp |
| Annual return | 20.92% | 158.27%-137.4pp | 140.60%-119.7pp | 202.70%-181.8pp |
| Employer contribution / active EE | $2,173 | $5,364-59.5% | $5,046-56.9% | $5,055-57.0% |
| Participant deferral / active EE | $2,026 | $8,643-76.6% | $8,276-75.5% | $6,977-71.0% |
| Admin fee / account holder | $410 | $18,429-97.8% | $16,712-97.5% | $19,030-97.8% |