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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 | $15,412 | $160,028-90.4% | $147,080-89.5% | $145,884-89.4% |
| Participation rate | 30.0% | 84.0%-54.0pp | 82.2%-52.2pp | 80.3%-50.3pp |
| Annual return | 11.56% | 98.60%-87.0pp | 420.17%-408.6pp | 551.85%-540.3pp |
| Employer contribution / active EE | $1,621 | $5,286-69.3% | $4,933-67.1% | $4,662-65.2% |
| Participant deferral / active EE | $691 | $8,422-91.8% | $8,066-91.4% | $6,690-89.7% |
| Admin fee / account holder | $25,538 | $15,030+69.9% | $12,989+96.6% | $13,392+90.7% |