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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 | $13,287 | $157,829-91.6% | $136,867-90.3% | $198,609-93.3% |
| Participation rate | 45.5% | 77.2%-31.7pp | 74.5%-29.1pp | 82.4%-36.9pp |
| Annual return | 16.86% | 51.25%-34.4pp | 42.97%-26.1pp | 202.70%-185.8pp |
| Employer contribution / active EE | $1,126 | $3,923-71.3% | $3,547-68.3% | $5,055-77.7% |
| Participant deferral / active EE | $1,160 | $5,463-78.8% | $4,924-76.4% | $6,977-83.4% |
| Admin fee / account holder | $3,871 | $11,107-65.1% | $10,340-62.6% | $19,030-79.7% |