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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 | $24,068 | $196,972-87.8% | $182,262-86.8% | $198,609-87.9% |
| Participation rate | 66.7% | 85.7%-19.0pp | 84.2%-17.5pp | 82.4%-15.7pp |
| Annual return | 12.67% | 158.27%-145.6pp | 140.60%-127.9pp | 202.70%-190.0pp |
| Employer contribution / active EE | $2,201 | $5,364-59.0% | $5,046-56.4% | $5,055-56.5% |
| Participant deferral / active EE | $3,272 | $8,643-62.1% | $8,276-60.5% | $6,977-53.1% |
| Admin fee / account holder | $5,729 | $18,429-68.9% | $16,712-65.7% | $19,030-69.9% |