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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 | $17,746 | $201,264-91.2% | $184,185-90.4% | $145,978-87.8% |
| Participation rate | 37.5% | 87.5%-50.0pp | 86.8%-49.3pp | 80.3%-42.8pp |
| Annual return | 16.66% | 29.00%-12.3pp | 28.81%-12.2pp | 550.52%-533.9pp |
| Employer contribution / active EE | $1,596 | $7,021-77.3% | $6,426-75.2% | $4,662-65.8% |
| Participant deferral / active EE | $1,937 | $9,806-80.3% | $9,132-78.8% | $6,690-71.1% |
| Admin fee / account holder | $966 | $16,376-94.1% | $13,909-93.1% | $13,400-92.8% |