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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 | $31,630 | $196,972-83.9% | $182,262-82.6% | $198,609-84.1% |
| Participation rate | 50.0% | 85.7%-35.7pp | 84.2%-34.2pp | 82.4%-32.4pp |
| Annual return | 16.00% | 158.27%-142.3pp | 140.60%-124.6pp | 202.70%-186.7pp |
| Employer contribution / active EE | $2,368 | $5,364-55.8% | $5,046-53.1% | $5,055-53.2% |
| Participant deferral / active EE | $3,552 | $8,643-58.9% | $8,276-57.1% | $6,977-49.1% |
| Admin fee / account holder | $20,725 | $18,429+12.5% | $16,712+24.0% | $19,030+8.9% |