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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 | $16,562 | $201,370-91.8% | $184,256-91.0% | $145,897-88.6% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 16.10% | 29.05%-12.9pp | 28.85%-12.7pp | 552.29%-536.2pp |
| Employer contribution / active EE | $1,545 | $7,024-78.0% | $6,427-76.0% | $4,663-66.9% |
| Participant deferral / active EE | $2,439 | $9,808-75.1% | $9,133-73.3% | $6,689-63.5% |
| Admin fee / account holder | $1,042 | $16,364-93.6% | $13,899-92.5% | $13,390-92.2% |