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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 | $12,797 | $227,291-94.4% | $214,702-94.0% | $155,188-91.8% |
| Participation rate | 50.0% | 88.0%-38.0pp | 87.5%-37.5pp | 80.8%-30.8pp |
| Annual return | 16.26% | 60.08%-43.8pp | 54.55%-38.3pp | 148.84%-132.6pp |
| Employer contribution / active EE | $2,553 | $6,772-62.3% | $6,461-60.5% | $4,248-39.9% |
| Participant deferral / active EE | $3,036 | $9,582-68.3% | $9,147-66.8% | $6,531-53.5% |
| Admin fee / account holder | $18,113 | $20,413-11.3% | $19,830-8.7% | $14,480+25.1% |