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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 | $12,725 | $217,427-94.1% | $185,837-93.2% | $167,518-92.4% |
| Participation rate | 66.7% | 86.0%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 14.02% | 148.39%-134.4pp | 122.08%-108.1pp | 478.71%-464.7pp |
| Employer contribution / active EE | $1,383 | $5,874-76.5% | $5,168-73.2% | $4,838-71.4% |
| Participant deferral / active EE | $1,532 | $6,357-75.9% | $5,568-72.5% | $6,342-75.8% |
| Admin fee / account holder | $3,658 | $19,816-81.5% | $16,241-77.5% | $12,312-70.3% |