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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 | $13,474 | $160,028-91.6% | $147,080-90.8% | $145,884-90.8% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 16.80% | 98.60%-81.8pp | 420.17%-403.4pp | 551.85%-535.1pp |
| Employer contribution / active EE | $1,594 | $5,286-69.9% | $4,933-67.7% | $4,662-65.8% |
| Participant deferral / active EE | $1,819 | $8,422-78.4% | $8,066-77.4% | $6,690-72.8% |
| Admin fee / account holder | $5,527 | $15,030-63.2% | $12,989-57.5% | $13,392-58.7% |