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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 | $13,775 | $160,070-91.4% | $147,117-90.6% | $145,897-90.6% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 11.55% | 98.69%-87.1pp | 420.54%-409.0pp | 552.29%-540.7pp |
| Employer contribution / active EE | $1,557 | $5,285-70.5% | $4,932-68.4% | $4,663-66.6% |
| Participant deferral / active EE | $1,834 | $8,419-78.2% | $8,065-77.3% | $6,689-72.6% |
| Admin fee / account holder | $7,756 | $15,035-48.4% | $12,993-40.3% | $13,390-42.1% |