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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 | $12,790 | $183,968-93.0% | $162,166-92.1% | $152,870-91.6% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.6%-27.6pp | 82.4%-22.4pp |
| Annual return | 20.62% | 150.77%-130.1pp | 115.59%-95.0pp | 345.34%-324.7pp |
| Employer contribution / active EE | $2,053 | $6,371-67.8% | $5,614-63.4% | $4,763-56.9% |
| Participant deferral / active EE | $2,053 | $8,034-74.5% | $7,298-71.9% | $5,850-64.9% |
| Admin fee / account holder | $3,887 | $13,121-70.4% | $10,842-64.2% | $11,597-66.5% |