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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 | $20,756 | $251,004-91.7% | $191,597-89.2% | $138,895-85.1% |
| Participation rate | 0.0% | 82.4%-82.4pp | 76.9%-76.9pp | 79.9%-79.9pp |
| Annual return | 15.51% | 31.05%-15.5pp | 27.07%-11.6pp | 145.39%-129.9pp |
| Employer contribution / active EE | $2,037 | $6,226-67.3% | $5,025-59.5% | $4,194-51.4% |
| Participant deferral / active EE | $2,084 | $8,154-74.4% | $6,850-69.6% | $6,396-67.4% |
| Admin fee / account holder | $5,009 | $31,471-84.1% | $22,799-78.0% | $12,562-60.1% |