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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 | $16,806 | $160,028-89.5% | $147,080-88.6% | $145,884-88.5% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 76.88% | 98.60%-21.7pp | 420.17%-343.3pp | 551.85%-475.0pp |
| Employer contribution / active EE | $1,075 | $5,286-79.7% | $4,933-78.2% | $4,662-76.9% |
| Participant deferral / active EE | $1,893 | $8,422-77.5% | $8,066-76.5% | $6,690-71.7% |
| Admin fee / account holder | $603 | $15,030-96.0% | $12,989-95.4% | $13,392-95.5% |