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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 | $16,037 | $198,457-91.9% | $170,435-90.6% | $147,586-89.1% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 13.34% | 257.30%-244.0pp | 205.94%-192.6pp | 578.59%-565.3pp |
| Employer contribution / active EE | $1,600 | $6,183-74.1% | $5,432-70.5% | $4,876-67.2% |
| Participant deferral / active EE | $1,600 | $5,629-71.6% | $4,939-67.6% | $5,439-70.6% |
| Admin fee / account holder | $8,868 | $16,852-47.4% | $13,881-36.1% | $10,886-18.5% |