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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 | $16,338 | $118,708-86.2% | $98,920-83.5% | $158,982-89.7% |
| Participation rate | 35.7% | 77.8%-42.1pp | 76.0%-40.3pp | 82.0%-46.3pp |
| Annual return | 11.77% | 372.49%-360.7pp | 196.47%-184.7pp | 302.99%-291.2pp |
| Employer contribution / active EE | $838 | $3,334-74.9% | $2,689-68.9% | $4,763-82.4% |
| Participant deferral / active EE | $1,109 | $5,089-78.2% | $4,245-73.9% | $5,983-81.5% |
| Admin fee / account holder | $2,296 | $10,134-77.3% | $6,643-65.4% | $11,252-79.6% |