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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 | $25,270 | $185,905-86.4% | $170,057-85.1% | $139,487-81.9% |
| Participation rate | 62.5% | 87.8%-25.3pp | 87.0%-24.5pp | 80.3%-17.8pp |
| Annual return | 13.24% | 60.56%-47.3pp | 53.42%-40.2pp | 373.84%-360.6pp |
| Employer contribution / active EE | $1,538 | $7,597-79.8% | $6,790-77.3% | $4,755-67.6% |
| Participant deferral / active EE | $2,405 | $11,627-79.3% | $10,411-76.9% | $6,713-64.2% |
| Admin fee / account holder | $792 | $15,397-94.9% | $12,826-93.8% | $11,407-93.1% |