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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 | $22,499 | $197,603-88.6% | $177,827-87.3% | $158,950-85.8% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.7%-37.7pp | 82.0%-32.0pp |
| Annual return | 10.19% | 58.76%-48.6pp | 48.32%-38.1pp | 302.91%-292.7pp |
| Employer contribution / active EE | $1,976 | $6,698-70.5% | $5,918-66.6% | $4,762-58.5% |
| Participant deferral / active EE | $1,976 | $8,404-76.5% | $7,713-74.4% | $5,983-67.0% |
| Admin fee / account holder | $12,791 | $15,402-17.0% | $12,429+2.9% | $11,248+13.7% |