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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 | $14,045 | $115,903-87.9% | $100,528-86.0% | $158,966-91.2% |
| Participation rate | 33.3% | 81.6%-48.3pp | 79.4%-46.1pp | 82.0%-48.6pp |
| Annual return | 14.99% | 34.80%-19.8pp | 30.90%-15.9pp | 302.95%-288.0pp |
| Employer contribution / active EE | $1,493 | $4,105-63.6% | $3,419-56.3% | $4,762-68.6% |
| Participant deferral / active EE | $1,493 | $6,677-77.6% | $6,271-76.2% | $5,983-75.0% |
| Admin fee / account holder | $1,086 | $11,000-90.1% | $8,084-86.6% | $11,250-90.4% |