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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 | $14,720 | $83,369-82.3% | $105,223-86.0% | $67,986-78.3% |
| Participation rate | 37.4% | 56.3%-18.9pp | 75.0%-37.6pp | 57.2%-19.8pp |
| Annual return | 19.86% | 24.64%-4.8pp | 180.65%-160.8pp | 31.67%-11.8pp |
| Employer contribution / active EE | $735 | $2,541-71.1% | $3,689-80.1% | $2,019-63.6% |
| Participant deferral / active EE | $1,280 | $3,295-61.2% | $5,072-74.8% | $3,358-61.9% |
| Admin fee / account holder | $1,798 | $4,073-55.9% | $8,859-79.7% | $3,203-43.9% |