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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 | $23,304 | $167,522-86.1% | $151,639-84.6% | $134,532-82.7% |
| Participation rate | 69.2% | 88.4%-19.1pp | 87.5%-18.3pp | 81.2%-12.0pp |
| Annual return | 2.70% | 7.81%-5.1pp | 3.34%-0.6pp | 418.27%-415.6pp |
| Employer contribution / active EE | $1,885 | $6,828-72.4% | $6,165-69.4% | $4,741-60.3% |
| Participant deferral / active EE | $2,687 | $8,986-70.1% | $8,363-67.9% | $6,401-58.0% |
| Admin fee / account holder | $12,947 | $13,780-6.0% | $11,613+11.5% | $11,429+13.3% |