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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 | $150,346-89.4% | $120,524-86.8% | $145,877-89.1% |
| Participation rate | 33.3% | 78.8%-45.5pp | 71.9%-38.6pp | 80.3%-47.0pp |
| Annual return | 10.95% | 154.40%-143.5pp | 107.36%-96.4pp | 551.28%-540.3pp |
| Employer contribution / active EE | $852 | $4,353-80.4% | $3,469-75.5% | $4,663-81.7% |
| Participant deferral / active EE | $1,319 | $6,172-78.6% | $4,994-73.6% | $6,691-80.3% |
| Admin fee / account holder | $1,624 | $12,215-86.7% | $9,440-82.8% | $13,402-87.9% |