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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 | $20,640 | $162,785-87.3% | $133,959-84.6% | $158,950-87.0% |
| Participation rate | 60.0% | 83.2%-23.2pp | 79.8%-19.8pp | 82.0%-22.0pp |
| Annual return | 9.67% | 41.94%-32.3pp | 45.09%-35.4pp | 302.91%-293.2pp |
| Employer contribution / active EE | $1,600 | $4,975-67.8% | $3,919-59.2% | $4,762-66.4% |
| Participant deferral / active EE | $1,600 | $5,910-72.9% | $5,047-68.3% | $5,983-73.3% |
| Admin fee / account holder | $21,782 | $11,738+85.6% | $8,928+144.0% | $11,248+93.6% |