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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 | $18,726 | $98,766-81.0% | $149,730-87.5% | $79,852-76.5% |
| Participation rate | 54.2% | 75.8%-21.6pp | 82.5%-28.3pp | 69.6%-15.5pp |
| Annual return | 18.77% | 27.43%-8.7pp | 276.70%-257.9pp | 31.72%-12.9pp |
| Employer contribution / active EE | $813 | $3,217-74.7% | $4,645-82.5% | $2,471-67.1% |
| Participant deferral / active EE | $1,569 | $5,681-72.4% | $6,843-77.1% | $3,740-58.0% |
| Admin fee / account holder | $4,823 | $6,052-20.3% | $9,310-48.2% | $5,306-9.1% |