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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 | $12,704 | $156,398-91.9% | $147,318-91.4% | $138,895-90.9% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 16.29% | 78.75%-62.5pp | 70.43%-54.1pp | 145.39%-129.1pp |
| Employer contribution / active EE | $1,980 | $4,853-59.2% | $4,593-56.9% | $4,194-52.8% |
| Participant deferral / active EE | $2,435 | $8,237-70.4% | $7,906-69.2% | $6,396-61.9% |
| Admin fee / account holder | $13,497 | $14,976-9.9% | $13,708-1.5% | $12,562+7.4% |