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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 | $32,907 | $184,000-82.1% | $162,185-79.7% | $152,909-78.5% |
| Participation rate | 58.3% | 88.5%-30.2pp | 87.6%-29.2pp | 82.5%-24.1pp |
| Annual return | 23.73% | 150.80%-127.1pp | 115.61%-91.9pp | 345.46%-321.7pp |
| Employer contribution / active EE | $1,510 | $6,370-76.3% | $5,613-73.1% | $4,764-68.3% |
| Participant deferral / active EE | $1,778 | $8,033-77.9% | $7,297-75.6% | $5,851-69.6% |
| Admin fee / account holder | $882 | $13,124-93.3% | $10,844-91.9% | $11,601-92.4% |