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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 | $16,493 | $166,268-90.1% | $165,100-90.0% | $145,897-88.7% |
| Participation rate | 38.9% | 82.0%-43.1pp | 78.6%-39.7pp | 80.3%-41.4pp |
| Annual return | 15.42% | 100.52%-85.1pp | 70.21%-54.8pp | 552.29%-536.9pp |
| Employer contribution / active EE | $1,366 | $5,284-74.2% | $4,348-68.6% | $4,663-70.7% |
| Participant deferral / active EE | $1,949 | $6,964-72.0% | $6,035-67.7% | $6,689-70.9% |
| Admin fee / account holder | $730 | $16,659-95.6% | $12,696-94.3% | $13,390-94.6% |