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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 | $31,533 | $183,988-82.9% | $162,177-80.6% | $152,897-79.4% |
| Participation rate | 69.2% | 88.5%-19.3pp | 87.6%-18.3pp | 82.5%-13.2pp |
| Annual return | 20.66% | 150.79%-130.1pp | 115.60%-94.9pp | 345.43%-324.8pp |
| Employer contribution / active EE | $1,443 | $6,370-77.3% | $5,613-74.3% | $4,764-69.7% |
| Participant deferral / active EE | $1,443 | $8,032-82.0% | $7,297-80.2% | $5,851-75.3% |
| Admin fee / account holder | $502 | $13,123-96.2% | $10,843-95.4% | $11,599-95.7% |