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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 | $11,325 | $166,242-93.2% | $165,071-93.1% | $145,884-92.2% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 11.88% | 100.44%-88.6pp | 70.17%-58.3pp | 551.85%-540.0pp |
| Employer contribution / active EE | $1,662 | $5,283-68.5% | $4,347-61.8% | $4,662-64.3% |
| Participant deferral / active EE | $1,859 | $6,964-73.3% | $6,035-69.2% | $6,690-72.2% |
| Admin fee / account holder | $3,203 | $16,658-80.8% | $12,695-74.8% | $13,392-76.1% |