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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 | $14,170 | $107,363-86.8% | $92,909-84.7% | $152,897-90.7% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.5%-32.5pp |
| Annual return | 15.84% | 145.63%-129.8pp | 109.44%-93.6pp | 345.43%-329.6pp |
| Employer contribution / active EE | $970 | $4,222-77.0% | $3,653-73.5% | $4,764-79.6% |
| Participant deferral / active EE | $1,126 | $4,848-76.8% | $4,238-73.4% | $5,851-80.8% |
| Admin fee / account holder | $7,805 | $7,082+10.2% | $5,795+34.7% | $11,599-32.7% |