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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 | $24,133 | $59,467-59.4% | $93,727-74.3% | $74,478-67.6% |
| Participation rate | 24.4% | 59.6%-35.2pp | 68.7%-44.3pp | 67.2%-42.8pp |
| Annual return | 15.12% | 82.14%-67.0pp | 133.83%-118.7pp | 1370.56%-1355.4pp |
| Employer contribution / active EE | $686 | $1,267-45.8% | $2,421-71.7% | $2,626-73.9% |
| Participant deferral / active EE | $1,308 | $3,052-57.1% | $4,417-70.4% | $4,350-69.9% |
| Admin fee / account holder | $1,613 | $3,028-46.8% | $8,292-80.6% | $1,946-17.1% |