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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 | $14,540 | $112,112-87.0% | $95,956-84.8% | $158,950-90.9% |
| Participation rate | 33.3% | 79.0%-45.6pp | 77.1%-43.7pp | 82.0%-48.6pp |
| Annual return | 15.19% | 171.15%-156.0pp | 91.63%-76.4pp | 302.91%-287.7pp |
| Employer contribution / active EE | $963 | $3,199-69.9% | $2,541-62.1% | $4,762-79.8% |
| Participant deferral / active EE | $1,251 | $4,784-73.9% | $4,167-70.0% | $5,983-79.1% |
| Admin fee / account holder | $3,381 | $10,134-66.6% | $6,797-50.3% | $11,248-69.9% |