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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 | $10,875 | $160,028-93.2% | $147,080-92.6% | $145,884-92.5% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 14.86% | 98.60%-83.7pp | 420.17%-405.3pp | 551.85%-537.0pp |
| Employer contribution / active EE | $2,102 | $5,286-60.2% | $4,933-57.4% | $4,662-54.9% |
| Participant deferral / active EE | $2,493 | $8,422-70.4% | $8,066-69.1% | $6,690-62.7% |
| Admin fee / account holder | $3,870 | $15,030-74.3% | $12,989-70.2% | $13,392-71.1% |