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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 | $22,537 | $201,259-88.8% | $184,200-87.8% | $145,959-84.6% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 13.21% | 28.98%-15.8pp | 28.80%-15.6pp | 561.95%-548.7pp |
| Employer contribution / active EE | $1,578 | $7,018-77.5% | $6,424-75.4% | $4,661-66.1% |
| Participant deferral / active EE | $2,805 | $9,806-71.4% | $9,132-69.3% | $6,689-58.1% |
| Admin fee / account holder | $143,204 | $16,372+774.7% | $13,907+929.7% | $13,398+968.9% |