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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 | $20,297 | $85,766-76.3% | $136,298-85.1% | $70,126-71.1% |
| Participation rate | 42.9% | 74.2%-31.3pp | 81.9%-39.1pp | 69.5%-26.7pp |
| Annual return | 28.16% | 31.46%-3.3pp | 5156.27%-5128.1pp | 73.15%-45.0pp |
| Employer contribution / active EE | $837 | $2,966-71.8% | $4,696-82.2% | $2,343-64.3% |
| Participant deferral / active EE | $1,533 | $5,051-69.6% | $6,247-75.5% | $3,332-54.0% |
| Admin fee / account holder | $526 | $5,421-90.3% | $9,244-94.3% | $4,645-88.7% |