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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 | $18,378 | $157,304-88.3% | $141,197-87.0% | $152,909-88.0% |
| Participation rate | 47.8% | 84.8%-37.0pp | 82.5%-34.6pp | 82.5%-34.6pp |
| Annual return | 25.26% | 64.34%-39.1pp | 71.41%-46.1pp | 345.46%-320.2pp |
| Employer contribution / active EE | $943 | $5,263-82.1% | $4,736-80.1% | $4,764-80.2% |
| Participant deferral / active EE | $1,616 | $7,111-77.3% | $6,710-75.9% | $5,851-72.4% |
| Admin fee / account holder | $1,675 | $12,126-86.2% | $10,265-83.7% | $11,601-85.6% |