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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 | $20,379 | $212,386-90.4% | $199,883-89.8% | $138,895-85.3% |
| Participation rate | 12.5% | 87.4%-74.9pp | 86.8%-74.3pp | 79.9%-67.4pp |
| Annual return | 29.19% | 47.75%-18.6pp | 43.81%-14.6pp | 145.39%-116.2pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,644 | $9,617-82.9% | $9,138-82.0% | $6,396-74.3% |
| Admin fee / account holder | $4,597 | $18,233-74.8% | $17,268-73.4% | $12,562-63.4% |