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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 | $16,611 | $183,988-91.0% | $162,177-89.8% | $152,897-89.1% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.5%-15.8pp |
| Annual return | 21.39% | 150.79%-129.4pp | 115.60%-94.2pp | 345.43%-324.0pp |
| Employer contribution / active EE | $2,325 | $6,370-63.5% | $5,613-58.6% | $4,764-51.2% |
| Participant deferral / active EE | $2,325 | $8,032-71.1% | $7,297-68.1% | $5,851-60.3% |
| Admin fee / account holder | $2,614 | $13,123-80.1% | $10,843-75.9% | $11,599-77.5% |