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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 | $12,956 | $162,136-92.0% | $152,301-91.5% | $154,746-91.6% |
| Participation rate | 52.6% | 84.1%-31.5pp | 82.4%-29.8pp | 80.7%-28.1pp |
| Annual return | 14.38% | 91.02%-76.6pp | 80.50%-66.1pp | 172.34%-158.0pp |
| Employer contribution / active EE | $1,856 | $4,890-62.0% | $4,624-59.9% | $4,379-57.6% |
| Participant deferral / active EE | $1,982 | $8,341-76.2% | $8,004-75.2% | $6,730-70.5% |
| Admin fee / account holder | $4,772 | $15,759-69.7% | $14,398-66.9% | $14,365-66.8% |