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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 | $11,323 | $68,412-83.4% | $94,679-88.0% | $75,181-84.9% |
| Participation rate | 21.4% | 76.1%-54.6pp | 80.8%-59.4pp | 67.2%-45.8pp |
| Annual return | 17.26% | 616.91%-599.6pp | 156.75%-139.5pp | 160.69%-143.4pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,957 | $6,537-70.1% | $7,417-73.6% | $4,126-52.6% |
| Admin fee / account holder | $8,120 | $5,326+52.5% | $7,233+12.3% | $5,650+43.7% |