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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 | $18,682 | $201,344-90.7% | $184,243-89.9% | $145,877-87.2% |
| Participation rate | 38.9% | 87.5%-48.6pp | 86.8%-47.9pp | 80.3%-41.4pp |
| Annual return | 47.26% | 29.01%+18.3pp | 28.82%+18.4pp | 551.28%-504.0pp |
| Employer contribution / active EE | $1,796 | $7,022-74.4% | $6,427-72.1% | $4,663-61.5% |
| Participant deferral / active EE | $2,775 | $9,807-71.7% | $9,132-69.6% | $6,691-58.5% |
| Admin fee / account holder | $1,392 | $16,382-91.5% | $13,914-90.0% | $13,402-89.6% |