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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 | $15,173 | $160,070-90.5% | $147,117-89.7% | $145,897-89.6% |
| Participation rate | 55.6% | 84.0%-28.5pp | 82.2%-26.6pp | 80.3%-24.8pp |
| Annual return | 12.29% | 98.69%-86.4pp | 420.54%-408.3pp | 552.29%-540.0pp |
| Employer contribution / active EE | $1,140 | $5,285-78.4% | $4,932-76.9% | $4,663-75.6% |
| Participant deferral / active EE | $2,509 | $8,419-70.2% | $8,065-68.9% | $6,689-62.5% |
| Admin fee / account holder | $35,054 | $15,035+133.1% | $12,993+169.8% | $13,390+161.8% |