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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 | $15,258 | $125,237-87.8% | $105,608-85.6% | $145,877-89.5% |
| Participation rate | 33.3% | 77.7%-44.3pp | 75.3%-42.0pp | 80.3%-47.0pp |
| Annual return | 18.58% | 225.76%-207.2pp | 116.50%-97.9pp | 551.28%-532.7pp |
| Employer contribution / active EE | $788 | $3,720-78.8% | $3,167-75.1% | $4,663-83.1% |
| Participant deferral / active EE | $1,116 | $5,711-80.5% | $5,010-77.7% | $6,691-83.3% |
| Admin fee / account holder | $2,719 | $17,287-84.3% | $11,028-75.3% | $13,402-79.7% |