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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 | $13,027 | $183,516-92.9% | $155,534-91.6% | $145,884-91.1% |
| Participation rate | 5.9% | 82.7%-76.8pp | 78.2%-72.3pp | 80.3%-74.4pp |
| Annual return | 15.43% | 61.43%-46.0pp | 64.92%-49.5pp | 551.85%-536.4pp |
| Employer contribution / active EE | $1,115 | $5,315-79.0% | $4,675-76.1% | $4,662-76.1% |
| Participant deferral / active EE | $1,643 | $6,467-74.6% | $5,630-70.8% | $6,690-75.4% |
| Admin fee / account holder | $5,323 | $19,293-72.4% | $15,900-66.5% | $13,392-60.3% |