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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 | $19,088 | $197,603-90.3% | $177,827-89.3% | $158,950-88.0% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.7%-27.7pp | 82.0%-22.0pp |
| Annual return | 13.08% | 58.76%-45.7pp | 48.32%-35.2pp | 302.91%-289.8pp |
| Employer contribution / active EE | $1,688 | $6,698-74.8% | $5,918-71.5% | $4,762-64.6% |
| Participant deferral / active EE | $2,815 | $8,404-66.5% | $7,713-63.5% | $5,983-53.0% |
| Admin fee / account holder | $6,241 | $15,402-59.5% | $12,429-49.8% | $11,248-44.5% |