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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 | $17,379 | $125,237-86.1% | $105,608-83.5% | $145,877-88.1% |
| Participation rate | 25.0% | 77.7%-52.7pp | 75.3%-50.3pp | 80.3%-55.3pp |
| Annual return | 10.56% | 225.76%-215.2pp | 116.50%-105.9pp | 551.28%-540.7pp |
| Employer contribution / active EE | $913 | $3,720-75.5% | $3,167-71.2% | $4,663-80.4% |
| Participant deferral / active EE | $1,518 | $5,711-73.4% | $5,010-69.7% | $6,691-77.3% |
| Admin fee / account holder | $5,674 | $17,287-67.2% | $11,028-48.6% | $13,402-57.7% |