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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 | $15,990 | $289,211-94.5% | $260,467-93.9% | $198,609-91.9% |
| Participation rate | 15.8% | 83.1%-67.3pp | 80.5%-64.7pp | 82.4%-66.6pp |
| Annual return | 13.47% | 112.90%-99.4pp | 100.60%-87.1pp | 202.70%-189.2pp |
| Employer contribution / active EE | $0 | $4,663-100.0% | $4,239-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,034 | $6,812-84.8% | $6,319-83.6% | $6,977-85.2% |
| Admin fee / account holder | $2,989 | $16,236-81.6% | $15,461-80.7% | $19,030-84.3% |