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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 | $21,859 | $112,112-80.5% | $95,956-77.2% | $158,950-86.2% |
| Participation rate | 40.0% | 79.0%-39.0pp | 77.1%-37.1pp | 82.0%-42.0pp |
| Annual return | 17.81% | 171.15%-153.3pp | 91.63%-73.8pp | 302.91%-285.1pp |
| Employer contribution / active EE | $919 | $3,199-71.3% | $2,541-63.8% | $4,762-80.7% |
| Participant deferral / active EE | $1,222 | $4,784-74.5% | $4,167-70.7% | $5,983-79.6% |
| Admin fee / account holder | $932 | $10,134-90.8% | $6,797-86.3% | $11,248-91.7% |