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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 | $10,730 | $175,259-93.9% | $149,723-92.8% | $139,487-92.3% |
| Participation rate | 31.6% | 83.4%-51.8pp | 78.8%-47.2pp | 80.3%-48.8pp |
| Annual return | 21.24% | 166.82%-145.6pp | 134.50%-113.3pp | 373.84%-352.6pp |
| Employer contribution / active EE | $2,832 | $5,478-48.3% | $4,821-41.3% | $4,755-40.4% |
| Participant deferral / active EE | $1,759 | $6,522-73.0% | $5,682-69.0% | $6,713-73.8% |
| Admin fee / account holder | $1,154 | $16,158-92.9% | $13,215-91.3% | $11,407-89.9% |