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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 | $27,212 | $198,457-86.3% | $170,435-84.0% | $147,586-81.6% |
| Participation rate | 37.5% | 88.0%-50.5pp | 83.6%-46.1pp | 82.8%-45.3pp |
| Annual return | 11.91% | 257.30%-245.4pp | 205.94%-194.0pp | 578.59%-566.7pp |
| Employer contribution / active EE | $2,806 | $6,183-54.6% | $5,432-48.3% | $4,876-42.5% |
| Participant deferral / active EE | $1,389 | $5,629-75.3% | $4,939-71.9% | $5,439-74.5% |
| Admin fee / account holder | $39,070 | $16,852+131.8% | $13,881+181.5% | $10,886+258.9% |