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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 | $59,456-59.4% | $93,669-74.2% | $74,429-67.6% |
| Participation rate | 24.4% | 59.6%-35.2pp | 68.7%-44.3pp | 67.2%-42.8pp |
| Annual return | 15.12% | 82.00%-66.9pp | 133.59%-118.5pp | 1368.38%-1353.3pp |
| Employer contribution / active EE | $686 | $1,266-45.8% | $2,424-71.7% | $2,625-73.9% |
| Participant deferral / active EE | $1,308 | $3,052-57.1% | $4,416-70.4% | $4,348-69.9% |
| Admin fee / account holder | $1,613 | $3,026-46.7% | $8,291-80.6% | $1,944-17.1% |