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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 | $12,430 | $223,823-94.4% | $211,142-94.1% | $154,746-92.0% |
| Participation rate | 50.0% | 87.9%-37.9pp | 87.3%-37.3pp | 80.7%-30.7pp |
| Annual return | 24.68% | 50.39%-25.7pp | 46.84%-22.2pp | 172.34%-147.7pp |
| Employer contribution / active EE | $1,656 | $6,787-75.6% | $6,442-74.3% | $4,379-62.2% |
| Participant deferral / active EE | $2,589 | $9,750-73.4% | $9,284-72.1% | $6,730-61.5% |
| Admin fee / account holder | $852 | $19,707-95.7% | $19,076-95.5% | $14,365-94.1% |