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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 | $15,013 | $105,210-85.7% | $159,487-90.6% | $85,851-82.5% |
| Participation rate | 58.6% | 75.8%-17.2pp | 82.8%-24.3pp | 69.3%-10.7pp |
| Annual return | 18.19% | 45.08%-26.9pp | 263.71%-245.5pp | 318.63%-300.4pp |
| Employer contribution / active EE | $982 | $3,319-70.4% | $4,831-79.7% | $2,565-61.7% |
| Participant deferral / active EE | $1,249 | $5,946-79.0% | $7,354-83.0% | $3,952-68.4% |
| Admin fee / account holder | $4,369 | $6,934-37.0% | $10,804-59.6% | $6,261-30.2% |