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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 | $11,616 | $217,427-94.7% | $185,837-93.7% | $167,518-93.1% |
| Participation rate | 33.3% | 86.0%-52.7pp | 81.7%-48.4pp | 82.1%-48.8pp |
| Annual return | 12.34% | 148.39%-136.1pp | 122.08%-109.7pp | 478.71%-466.4pp |
| Employer contribution / active EE | $1,273 | $5,874-78.3% | $5,168-75.4% | $4,838-73.7% |
| Participant deferral / active EE | $1,591 | $6,357-75.0% | $5,568-71.4% | $6,342-74.9% |
| Admin fee / account holder | $12,079 | $19,816-39.0% | $16,241-25.6% | $12,312-1.9% |