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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 | $23,988 | $210,908-88.6% | $153,643-84.4% | $145,884-83.6% |
| Participation rate | 66.7% | 82.1%-15.5pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 11.43% | 13.46%-2.0pp | 15.71%-4.3pp | 551.85%-540.4pp |
| Employer contribution / active EE | $1,661 | $6,055-72.6% | $5,039-67.0% | $4,662-64.4% |
| Participant deferral / active EE | $1,998 | $7,976-75.0% | $6,754-70.4% | $6,690-70.1% |
| Admin fee / account holder | $4,973 | $19,477-74.5% | $12,739-61.0% | $13,392-62.9% |