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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 | $18,165 | $209,336-91.3% | $197,124-90.8% | $137,256-86.8% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 23.74% | 48.09%-24.3pp | 44.34%-20.6pp | 220.34%-196.6pp |
| Employer contribution / active EE | $1,778 | $6,591-73.0% | $6,227-71.5% | $4,156-57.2% |
| Participant deferral / active EE | $1,973 | $9,614-79.5% | $9,135-78.4% | $6,407-69.2% |
| Admin fee / account holder | $336 | $17,308-98.1% | $16,298-97.9% | $12,270-97.3% |