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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 | $16,321 | $112,131-85.4% | $95,964-83.0% | $158,982-89.7% |
| Participation rate | 33.3% | 79.0%-45.7pp | 77.1%-43.8pp | 82.0%-48.6pp |
| Annual return | 6.34% | 171.19%-164.8pp | 91.64%-85.3pp | 302.99%-296.6pp |
| Employer contribution / active EE | $721 | $3,199-77.5% | $2,541-71.6% | $4,763-84.9% |
| Participant deferral / active EE | $1,332 | $4,784-72.2% | $4,167-68.0% | $5,983-77.7% |
| Admin fee / account holder | $6,042 | $10,136-40.4% | $6,797-11.1% | $11,252-46.3% |