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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 | $22,926 | $59,456-61.4% | $93,681-75.5% | $74,400-69.2% |
| Participation rate | 24.2% | 59.6%-35.4pp | 68.7%-44.5pp | 67.2%-43.0pp |
| Annual return | 71.31% | 82.00%-10.7pp | 133.47%-62.2pp | 1367.51%-1296.2pp |
| Employer contribution / active EE | $643 | $1,266-49.2% | $2,422-73.4% | $2,624-75.5% |
| Participant deferral / active EE | $1,333 | $3,052-56.3% | $4,415-69.8% | $4,348-69.3% |
| Admin fee / account holder | $434 | $3,026-85.7% | $8,290-94.8% | $1,944-77.7% |