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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 | $13,429 | $181,062-92.6% | $158,223-91.5% | $155,188-91.3% |
| Participation rate | 50.0% | 82.7%-32.7pp | 79.2%-29.2pp | 80.8%-30.8pp |
| Annual return | 23.56% | 57.39%-33.8pp | 52.09%-28.5pp | 148.84%-125.3pp |
| Employer contribution / active EE | $1,412 | $4,565-69.1% | $4,109-65.6% | $4,248-66.8% |
| Participant deferral / active EE | $1,770 | $6,134-71.1% | $5,467-67.6% | $6,531-72.9% |
| Admin fee / account holder | $1,197 | $18,825-93.6% | $16,047-92.5% | $14,480-91.7% |