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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 | $15,715 | $208,088-92.4% | $186,193-91.6% | $154,746-89.8% |
| Participation rate | 64.7% | 80.0%-15.3pp | 77.1%-12.4pp | 80.7%-16.0pp |
| Annual return | 15.50% | 89.97%-74.5pp | 78.03%-62.5pp | 172.34%-156.8pp |
| Employer contribution / active EE | $837 | $4,340-80.7% | $3,918-78.6% | $4,379-80.9% |
| Participant deferral / active EE | $897 | $7,078-87.3% | $6,513-86.2% | $6,730-86.7% |
| Admin fee / account holder | $1,529 | $11,698-86.9% | $11,058-86.2% | $14,365-89.4% |