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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 | $19,043 | $223,823-91.5% | $211,142-91.0% | $154,746-87.7% |
| Participation rate | 40.0% | 87.9%-47.9pp | 87.3%-47.3pp | 80.7%-40.7pp |
| Annual return | 27.78% | 50.39%-22.6pp | 46.84%-19.1pp | 172.34%-144.6pp |
| Employer contribution / active EE | $2,112 | $6,787-68.9% | $6,442-67.2% | $4,379-51.8% |
| Participant deferral / active EE | $2,027 | $9,750-79.2% | $9,284-78.2% | $6,730-69.9% |
| Admin fee / account holder | $2,893 | $19,707-85.3% | $19,076-84.8% | $14,365-79.9% |