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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 | $14,211 | $185,883-92.4% | $170,043-91.6% | $139,466-89.8% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 32.12% | 60.54%-28.4pp | 53.40%-21.3pp | 373.66%-341.5pp |
| Employer contribution / active EE | $1,501 | $7,596-80.2% | $6,790-77.9% | $4,754-68.4% |
| Participant deferral / active EE | $1,501 | $11,626-87.1% | $10,410-85.6% | $6,712-77.6% |
| Admin fee / account holder | $937 | $15,393-93.9% | $12,824-92.7% | $11,409-91.8% |