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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 | $13,291 | $148,623-91.1% | $135,974-90.2% | $139,466-90.5% |
| Participation rate | 55.6% | 83.9%-28.3pp | 81.9%-26.4pp | 80.3%-24.8pp |
| Annual return | 27.18% | 79.30%-52.1pp | 68.30%-41.1pp | 373.66%-346.5pp |
| Employer contribution / active EE | $1,861 | $5,246-64.5% | $4,859-61.7% | $4,754-60.9% |
| Participant deferral / active EE | $1,861 | $8,103-77.0% | $7,760-76.0% | $6,712-72.3% |
| Admin fee / account holder | $2,871 | $12,406-76.9% | $10,767-73.3% | $11,409-74.8% |