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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 | $21,314 | $102,429-79.2% | $147,096-85.5% | $80,925-73.7% |
| Participation rate | 44.0% | 75.9%-31.9pp | 82.2%-38.2pp | 67.7%-23.7pp |
| Annual return | 14.34% | 135.02%-120.7pp | 419.75%-405.4pp | 35.65%-21.3pp |
| Employer contribution / active EE | $939 | $3,716-74.7% | $4,936-81.0% | $2,756-65.9% |
| Participant deferral / active EE | $1,590 | $6,649-76.1% | $8,071-80.3% | $4,299-63.0% |
| Admin fee / account holder | $1,100 | $7,957-86.2% | $13,005-91.5% | $6,940-84.2% |