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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 | $14,911 | $112,131-86.7% | $95,964-84.5% | $158,982-90.6% |
| Participation rate | 69.6% | 79.0%-9.4pp | 77.1%-7.5pp | 82.0%-12.4pp |
| Annual return | 15.64% | 171.19%-155.5pp | 91.64%-76.0pp | 302.99%-287.4pp |
| Employer contribution / active EE | $837 | $3,199-73.8% | $2,541-67.1% | $4,763-82.4% |
| Participant deferral / active EE | $1,331 | $4,784-72.2% | $4,167-68.0% | $5,983-77.8% |
| Admin fee / account holder | $1,847 | $10,136-81.8% | $6,797-72.8% | $11,252-83.6% |