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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 | $17,788 | $64,705-72.5% | $62,929-71.7% | $67,986-73.8% |
| Participation rate | 20.9% | 65.6%-44.7pp | 73.1%-52.2pp | 57.2%-36.3pp |
| Annual return | 18.23% | 20.31%-2.1pp | 1063.93%-1045.7pp | 31.67%-13.4pp |
| Employer contribution / active EE | $639 | $2,376-73.1% | $2,505-74.5% | $2,019-68.3% |
| Participant deferral / active EE | $974 | $3,198-69.5% | $3,888-74.9% | $3,358-71.0% |
| Admin fee / account holder | $3,806 | $1,428+166.5% | $5,065-24.8% | $3,203+18.8% |