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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 | $17,544 | $227,399-92.3% | $189,758-90.8% | $198,609-91.2% |
| Participation rate | 58.3% | 84.0%-25.7pp | 79.8%-21.5pp | 82.4%-24.0pp |
| Annual return | 8.79% | 61.03%-52.2pp | 52.62%-43.8pp | 202.70%-193.9pp |
| Employer contribution / active EE | $1,914 | $5,526-65.4% | $4,767-59.8% | $5,055-62.1% |
| Participant deferral / active EE | $2,376 | $6,837-65.2% | $5,856-59.4% | $6,977-65.9% |
| Admin fee / account holder | $4,936 | $25,162-80.4% | $20,388-75.8% | $19,030-74.1% |