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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 | $14,811 | $226,135-93.5% | $182,558-91.9% | $152,909-90.3% |
| Participation rate | 38.1% | 82.5%-44.4pp | 78.0%-39.9pp | 82.5%-44.4pp |
| Annual return | 28.35% | 192.60%-164.2pp | 148.59%-120.2pp | 345.46%-317.1pp |
| Employer contribution / active EE | $606 | $4,979-87.8% | $4,076-85.1% | $4,764-87.3% |
| Participant deferral / active EE | $694 | $6,371-89.1% | $5,526-87.4% | $5,851-88.1% |
| Admin fee / account holder | $968 | $10,707-91.0% | $8,594-88.7% | $11,601-91.7% |