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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 | $17,617 | $117,846-85.1% | $102,434-82.8% | $145,884-87.9% |
| Participation rate | 25.0% | 78.6%-53.6pp | 76.5%-51.5pp | 80.3%-55.3pp |
| Annual return | 15.96% | 31.90%-15.9pp | 29.46%-13.5pp | 551.85%-535.9pp |
| Employer contribution / active EE | $918 | $3,615-74.6% | $3,023-69.7% | $4,662-80.3% |
| Participant deferral / active EE | $1,263 | $5,733-78.0% | $5,055-75.0% | $6,690-81.1% |
| Admin fee / account holder | $19,277 | $13,356+44.3% | $9,462+103.7% | $13,392+43.9% |