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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 | $15,335 | $157,276-90.2% | $141,177-89.1% | $152,885-90.0% |
| Participation rate | 61.5% | 84.8%-23.3pp | 82.5%-20.9pp | 82.5%-20.9pp |
| Annual return | 77.43% | 64.33%+13.1pp | 71.40%+6.0pp | 345.39%-268.0pp |
| Employer contribution / active EE | $1,158 | $5,262-78.0% | $4,736-75.6% | $4,763-75.7% |
| Participant deferral / active EE | $1,417 | $7,110-80.1% | $6,710-78.9% | $5,851-75.8% |
| Admin fee / account holder | $1,625 | $12,123-86.6% | $10,263-84.2% | $11,598-86.0% |