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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 | $18,911 | $98,766-80.9% | $149,730-87.4% | $79,852-76.3% |
| Participation rate | 55.6% | 75.8%-20.2pp | 82.5%-26.9pp | 69.6%-14.1pp |
| Annual return | 17.50% | 27.43%-9.9pp | 276.70%-259.2pp | 31.72%-14.2pp |
| Employer contribution / active EE | $906 | $3,217-71.8% | $4,645-80.5% | $2,471-63.3% |
| Participant deferral / active EE | $1,433 | $5,681-74.8% | $6,843-79.1% | $3,740-61.7% |
| Admin fee / account holder | $775 | $6,052-87.2% | $9,310-91.7% | $5,306-85.4% |