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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 | $37,290 | $275,752-86.5% | $256,809-85.5% | $198,609-81.2% |
| Participation rate | 58.3% | 89.2%-30.8pp | 88.5%-30.2pp | 82.4%-24.0pp |
| Annual return | 22.28% | 34.81%-12.5pp | 32.73%-10.4pp | 202.70%-180.4pp |
| Employer contribution / active EE | $2,493 | $7,721-67.7% | $7,263-65.7% | $5,055-50.7% |
| Participant deferral / active EE | $2,975 | $10,037-70.4% | $9,520-68.7% | $6,977-57.4% |
| Admin fee / account holder | $9,748 | $25,716-62.1% | $25,146-61.2% | $19,030-48.8% |