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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 | $17,263 | $156,616-89.0% | $133,346-87.1% | $198,609-91.3% |
| Participation rate | 50.0% | 77.7%-27.7pp | 72.8%-22.8pp | 82.4%-32.4pp |
| Annual return | 16.43% | 44.25%-27.8pp | 36.85%-20.4pp | 202.70%-186.3pp |
| Employer contribution / active EE | $1,383 | $3,368-58.9% | $2,853-51.5% | $5,055-72.6% |
| Participant deferral / active EE | $1,473 | $4,920-70.1% | $4,332-66.0% | $6,977-78.9% |
| Admin fee / account holder | $3,970 | $17,468-77.3% | $14,264-72.2% | $19,030-79.1% |