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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 | $16,286 | $173,526-90.6% | $136,072-88.0% | $145,884-88.8% |
| Participation rate | 56.5% | 80.4%-23.9pp | 76.4%-19.9pp | 80.3%-23.8pp |
| Annual return | 7.72% | 1167.12%-1159.4pp | 580.46%-572.7pp | 551.85%-544.1pp |
| Employer contribution / active EE | $1,349 | $5,285-74.5% | $4,216-68.0% | $4,662-71.1% |
| Participant deferral / active EE | $1,727 | $8,711-80.2% | $7,028-75.4% | $6,690-74.2% |
| Admin fee / account holder | $2,820 | $9,665-70.8% | $6,718-58.0% | $13,392-78.9% |