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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 | $15,295 | $171,492-91.1% | $150,734-89.9% | $198,609-92.3% |
| Participation rate | 50.0% | 81.4%-31.4pp | 78.4%-28.4pp | 82.4%-32.4pp |
| Annual return | 17.51% | 804.70%-787.2pp | 600.81%-583.3pp | 202.70%-185.2pp |
| Employer contribution / active EE | $1,920 | $5,470-64.9% | $4,918-61.0% | $5,055-62.0% |
| Participant deferral / active EE | $2,112 | $6,259-66.3% | $5,610-62.4% | $6,977-69.7% |
| Admin fee / account holder | $940 | $17,628-94.7% | $14,905-93.7% | $19,030-95.1% |