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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 | $15,448 | $160,070-90.3% | $147,117-89.5% | $145,897-89.4% |
| Participation rate | 31.8% | 84.0%-52.2pp | 82.2%-50.4pp | 80.3%-48.5pp |
| Annual return | 21.56% | 98.69%-77.1pp | 420.54%-399.0pp | 552.29%-530.7pp |
| Employer contribution / active EE | $1,646 | $5,285-68.9% | $4,932-66.6% | $4,663-64.7% |
| Participant deferral / active EE | $1,993 | $8,419-76.3% | $8,065-75.3% | $6,689-70.2% |
| Admin fee / account holder | $3,610 | $15,035-76.0% | $12,993-72.2% | $13,390-73.0% |