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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 | $11,700 | $177,353-93.4% | $158,226-92.6% | $198,609-94.1% |
| Participation rate | 57.9% | 77.0%-19.1pp | 74.8%-16.9pp | 82.4%-24.5pp |
| Annual return | 18.92% | 599.50%-580.6pp | 501.41%-482.5pp | 202.70%-183.8pp |
| Employer contribution / active EE | $870 | $3,239-73.1% | $2,986-70.9% | $5,055-82.8% |
| Participant deferral / active EE | $1,068 | $4,615-76.9% | $4,317-75.3% | $6,977-84.7% |
| Admin fee / account holder | $1,362 | $10,960-87.6% | $10,217-86.7% | $19,030-92.8% |