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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 | $14,706 | $157,829-90.7% | $136,867-89.3% | $198,609-92.6% |
| Participation rate | 17.6% | 77.2%-59.5pp | 74.5%-56.9pp | 82.4%-64.7pp |
| Annual return | 4.40% | 51.25%-46.8pp | 42.97%-38.6pp | 202.70%-198.3pp |
| Employer contribution / active EE | $2,455 | $3,923-37.4% | $3,547-30.8% | $5,055-51.4% |
| Participant deferral / active EE | $1,045 | $5,463-80.9% | $4,924-78.8% | $6,977-85.0% |
| Admin fee / account holder | $49,658 | $11,107+347.1% | $10,340+380.2% | $19,030+160.9% |