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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 | $12,254 | $157,304-92.2% | $141,197-91.3% | $152,909-92.0% |
| Participation rate | 37.5% | 84.8%-47.3pp | 82.5%-45.0pp | 82.5%-45.0pp |
| Annual return | 25.93% | 64.34%-38.4pp | 71.41%-45.5pp | 345.46%-319.5pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,634 | $7,111-77.0% | $6,710-75.6% | $5,851-72.1% |
| Admin fee / account holder | $3,046 | $12,126-74.9% | $10,265-70.3% | $11,601-73.7% |