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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 | $209,336-94.1% | $197,124-93.7% | $137,256-90.9% |
| Participation rate | 50.0% | 87.3%-37.3pp | 86.7%-36.7pp | 80.0%-30.0pp |
| Annual return | 24.68% | 48.09%-23.4pp | 44.34%-19.7pp | 220.34%-195.7pp |
| Employer contribution / active EE | $1,656 | $6,591-74.9% | $6,227-73.4% | $4,156-60.2% |
| Participant deferral / active EE | $2,589 | $9,614-73.1% | $9,135-71.7% | $6,407-59.6% |
| Admin fee / account holder | $852 | $17,308-95.1% | $16,298-94.8% | $12,270-93.1% |