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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 | $18,245 | $102,422-82.2% | $147,117-87.6% | $80,959-77.5% |
| Participation rate | 46.2% | 75.9%-29.7pp | 82.2%-36.0pp | 67.7%-21.5pp |
| Annual return | 18.68% | 135.16%-116.5pp | 420.54%-401.9pp | 35.67%-17.0pp |
| Employer contribution / active EE | $1,320 | $3,717-64.5% | $4,932-73.2% | $2,757-52.1% |
| Participant deferral / active EE | $1,893 | $6,652-71.5% | $8,065-76.5% | $4,300-56.0% |
| Admin fee / account holder | $7,482 | $7,953-5.9% | $12,993-42.4% | $6,925+8.0% |