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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 | $15,291 | $160,028-90.4% | $147,080-89.6% | $145,884-89.5% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 81.18% | 98.60%-17.4pp | 420.17%-339.0pp | 551.85%-470.7pp |
| Employer contribution / active EE | $2,139 | $5,286-59.5% | $4,933-56.6% | $4,662-54.1% |
| Participant deferral / active EE | $2,250 | $8,422-73.3% | $8,066-72.1% | $6,690-66.4% |
| Admin fee / account holder | $9,315 | $15,030-38.0% | $12,989-28.3% | $13,392-30.4% |