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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 | $18,099 | $201,372-91.0% | $184,260-90.2% | $145,884-87.6% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 14.18% | 29.04%-14.9pp | 28.84%-14.7pp | 551.85%-537.7pp |
| Employer contribution / active EE | $2,080 | $7,024-70.4% | $6,427-67.6% | $4,662-55.4% |
| Participant deferral / active EE | $2,084 | $9,808-78.8% | $9,133-77.2% | $6,690-68.9% |
| Admin fee / account holder | $3,272 | $16,362-80.0% | $13,898-76.5% | $13,392-75.6% |