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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 | $15,976 | $156,398-89.8% | $147,318-89.2% | $138,895-88.5% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 13.20% | 78.75%-65.6pp | 70.43%-57.2pp | 145.39%-132.2pp |
| Employer contribution / active EE | $1,137 | $4,853-76.6% | $4,593-75.3% | $4,194-72.9% |
| Participant deferral / active EE | $1,940 | $8,237-76.4% | $7,906-75.5% | $6,396-69.7% |
| Admin fee / account holder | $12,121 | $14,976-19.1% | $13,708-11.6% | $12,562-3.5% |