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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 | $11,105 | $157,276-92.9% | $141,177-92.1% | $152,885-92.7% |
| Participation rate | 54.5% | 84.8%-30.3pp | 82.5%-27.9pp | 82.5%-27.9pp |
| Annual return | 29.75% | 64.33%-34.6pp | 71.40%-41.6pp | 345.39%-315.6pp |
| Employer contribution / active EE | $1,972 | $5,262-62.5% | $4,736-58.4% | $4,763-58.6% |
| Participant deferral / active EE | $1,972 | $7,110-72.3% | $6,710-70.6% | $5,851-66.3% |
| Admin fee / account holder | $1,041 | $12,123-91.4% | $10,263-89.9% | $11,598-91.0% |