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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 | $13,621 | $107,341-87.3% | $92,897-85.3% | $152,870-91.1% |
| Participation rate | 22.2% | 79.8%-57.6pp | 76.0%-53.8pp | 82.4%-60.2pp |
| Annual return | 17.85% | 145.59%-127.7pp | 109.42%-91.6pp | 345.34%-327.5pp |
| Employer contribution / active EE | $1,051 | $4,221-75.1% | $3,653-71.2% | $4,763-77.9% |
| Participant deferral / active EE | $0 | $4,847-100.0% | $4,238-100.0% | $5,850-100.0% |
| Admin fee / account holder | $8,638 | $7,080+22.0% | $5,794+49.1% | $11,597-25.5% |