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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 | $10,975 | $85,766-87.2% | $136,297-91.9% | $70,124-84.3% |
| Participation rate | 29.3% | 74.2%-44.9pp | 81.9%-52.7pp | 69.5%-40.3pp |
| Annual return | 14.55% | 31.45%-16.9pp | 5156.19%-5141.6pp | 73.14%-58.6pp |
| Employer contribution / active EE | $748 | $2,966-74.8% | $4,696-84.1% | $2,342-68.1% |
| Participant deferral / active EE | $1,511 | $5,051-70.1% | $6,247-75.8% | $3,332-54.6% |
| Admin fee / account holder | $2,793 | $5,420-48.5% | $9,244-69.8% | $4,645-39.9% |