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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 | $16,215 | $183,516-91.2% | $155,534-89.6% | $145,884-88.9% |
| Participation rate | 37.5% | 82.7%-45.2pp | 78.2%-40.7pp | 80.3%-42.8pp |
| Annual return | 12.96% | 61.43%-48.5pp | 64.92%-52.0pp | 551.85%-538.9pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $127 | $6,467-98.0% | $5,630-97.7% | $6,690-98.1% |
| Admin fee / account holder | $389 | $19,293-98.0% | $15,900-97.6% | $13,392-97.1% |