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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 | $22,718 | $140,592-83.8% | $123,105-81.5% | $125,389-81.9% |
| Participation rate | 66.7% | 88.2%-21.5pp | 86.8%-20.1pp | 83.2%-16.5pp |
| Annual return | 14.96% | 16.80%-1.8pp | 13.22%+1.7pp | 282.24%-267.3pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,185 | $6,980-83.0% | $6,229-81.0% | $5,352-77.9% |
| Admin fee / account holder | $2,478 | $11,198-77.9% | $9,014-72.5% | $9,541-74.0% |