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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 | $26,198 | $209,422-87.5% | $178,503-85.3% | $158,982-83.5% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 15.54% | 188.81%-173.3pp | 151.12%-135.6pp | 302.99%-287.4pp |
| Employer contribution / active EE | $4,704 | $5,707-17.6% | $5,011-6.1% | $4,763-1.2% |
| Participant deferral / active EE | $1,775 | $5,955-70.2% | $5,202-65.9% | $5,983-70.3% |
| Admin fee / account holder | $2,572 | $17,079-84.9% | $13,987-81.6% | $11,252-77.1% |