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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 | $17,354 | $157,829-89.0% | $136,867-87.3% | $198,609-91.3% |
| Participation rate | 55.6% | 77.2%-21.6pp | 74.5%-19.0pp | 82.4%-26.8pp |
| Annual return | 16.60% | 51.25%-34.7pp | 42.97%-26.4pp | 202.70%-186.1pp |
| Employer contribution / active EE | $970 | $3,923-75.3% | $3,547-72.7% | $5,055-80.8% |
| Participant deferral / active EE | $1,629 | $5,463-70.2% | $4,924-66.9% | $6,977-76.7% |
| Admin fee / account holder | $3,477 | $11,107-68.7% | $10,340-66.4% | $19,030-81.7% |