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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 | $19,722 | $116,190-83.0% | $93,614-78.9% | $152,885-87.1% |
| Participation rate | 53.3% | 78.0%-24.7pp | 75.8%-22.5pp | 82.5%-29.1pp |
| Annual return | 14.16% | 35.96%-21.8pp | 32.76%-18.6pp | 345.39%-331.2pp |
| Employer contribution / active EE | $1,020 | $3,219-68.3% | $2,718-62.5% | $4,763-78.6% |
| Participant deferral / active EE | $1,020 | $4,604-77.8% | $4,069-74.9% | $5,851-82.6% |
| Admin fee / account holder | $3,258 | $10,749-69.7% | $7,889-58.7% | $11,598-71.9% |