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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 | $13,757 | $160,028-91.4% | $147,080-90.6% | $145,884-90.6% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 11.26% | 98.60%-87.3pp | 420.17%-408.9pp | 551.85%-540.6pp |
| Employer contribution / active EE | $1,416 | $5,286-73.2% | $4,933-71.3% | $4,662-69.6% |
| Participant deferral / active EE | $1,857 | $8,422-77.9% | $8,066-77.0% | $6,690-72.2% |
| Admin fee / account holder | $2,959 | $15,030-80.3% | $12,989-77.2% | $13,392-77.9% |