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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 | $15,671 | $156,398-90.0% | $147,318-89.4% | $138,895-88.7% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 15.61% | 78.75%-63.1pp | 70.43%-54.8pp | 145.39%-129.8pp |
| Employer contribution / active EE | $1,875 | $4,853-61.4% | $4,593-59.2% | $4,194-55.3% |
| Participant deferral / active EE | $2,344 | $8,237-71.5% | $7,906-70.4% | $6,396-63.4% |
| Admin fee / account holder | $4,133 | $14,976-72.4% | $13,708-69.8% | $12,562-67.1% |