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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 | $13,517 | $160,070-91.6% | $147,117-90.8% | $145,897-90.7% |
| Participation rate | 37.5% | 84.0%-46.5pp | 82.2%-44.7pp | 80.3%-42.8pp |
| Annual return | 14.26% | 98.69%-84.4pp | 420.54%-406.3pp | 552.29%-538.0pp |
| Employer contribution / active EE | $1,085 | $5,285-79.5% | $4,932-78.0% | $4,663-76.7% |
| Participant deferral / active EE | $933 | $8,419-88.9% | $8,065-88.4% | $6,689-86.0% |
| Admin fee / account holder | $2,195 | $15,035-85.4% | $12,993-83.1% | $13,390-83.6% |