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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 | $16,342 | $148,582-89.0% | $135,942-88.0% | $139,456-88.3% |
| Participation rate | 47.4% | 83.9%-36.5pp | 81.9%-34.5pp | 80.3%-33.0pp |
| Annual return | 22.67% | 79.26%-56.6pp | 68.28%-45.6pp | 373.45%-350.8pp |
| Employer contribution / active EE | $3,765 | $5,245-28.2% | $4,858-22.5% | $4,753-20.8% |
| Participant deferral / active EE | $2,446 | $8,101-69.8% | $7,759-68.5% | $6,711-63.6% |
| Admin fee / account holder | $1,467 | $12,402-88.2% | $10,764-86.4% | $11,407-87.1% |