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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 | $14,141 | $180,459-92.2% | $154,108-90.8% | $135,380-89.6% |
| Participation rate | 60.0% | 87.4%-27.4pp | 83.0%-23.0pp | 82.6%-22.6pp |
| Annual return | 1.39% | 888.21%-886.8pp | 735.21%-733.8pp | 519.81%-518.4pp |
| Employer contribution / active EE | $1,330 | $6,035-78.0% | $5,298-74.9% | $4,779-72.2% |
| Participant deferral / active EE | $906 | $5,806-84.4% | $5,081-82.2% | $5,609-83.9% |
| Admin fee / account holder | $2,746 | $16,145-83.0% | $13,411-79.5% | $10,828-74.6% |