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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 | $13,178 | $118,708-88.9% | $98,920-86.7% | $158,982-91.7% |
| Participation rate | 33.3% | 77.8%-44.5pp | 76.0%-42.7pp | 82.0%-48.6pp |
| Annual return | 33.88% | 372.49%-338.6pp | 196.47%-162.6pp | 302.99%-269.1pp |
| Employer contribution / active EE | $1,017 | $3,334-69.5% | $2,689-62.2% | $4,763-78.7% |
| Participant deferral / active EE | $1,163 | $5,089-77.1% | $4,245-72.6% | $5,983-80.6% |
| Admin fee / account holder | $1,085 | $10,134-89.3% | $6,643-83.7% | $11,252-90.4% |