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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 | $15,876 | $150,435-89.4% | $120,580-86.8% | $145,897-89.1% |
| Participation rate | 33.3% | 78.8%-45.5pp | 72.0%-38.6pp | 80.3%-47.0pp |
| Annual return | 10.95% | 154.60%-143.7pp | 107.48%-96.5pp | 552.29%-541.3pp |
| Employer contribution / active EE | $852 | $4,352-80.4% | $3,469-75.5% | $4,663-81.7% |
| Participant deferral / active EE | $1,319 | $6,174-78.6% | $4,995-73.6% | $6,689-80.3% |
| Admin fee / account holder | $1,624 | $12,182-86.7% | $9,418-82.8% | $13,390-87.9% |