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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 | $14,424 | $210,698-93.2% | $178,014-91.9% | $145,959-90.1% |
| Participation rate | 30.0% | 80.8%-50.8pp | 77.1%-47.1pp | 80.3%-50.3pp |
| Annual return | 13.11% | 386.27%-373.2pp | 294.80%-281.7pp | 561.95%-548.8pp |
| Employer contribution / active EE | $922 | $4,567-79.8% | $3,950-76.7% | $4,661-80.2% |
| Participant deferral / active EE | $620 | $6,958-91.1% | $6,276-90.1% | $6,689-90.7% |
| Admin fee / account holder | $4,970 | $12,016-58.6% | $10,362-52.0% | $13,398-62.9% |