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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 | $19,951 | $102,422-80.5% | $147,117-86.4% | $80,959-75.4% |
| Participation rate | 45.9% | 75.9%-29.9pp | 82.2%-36.2pp | 67.7%-21.7pp |
| Annual return | 15.03% | 135.16%-120.1pp | 420.54%-405.5pp | 35.67%-20.6pp |
| Employer contribution / active EE | $1,201 | $3,717-67.7% | $4,932-75.7% | $2,757-56.4% |
| Participant deferral / active EE | $1,744 | $6,652-73.8% | $8,065-78.4% | $4,300-59.4% |
| Admin fee / account holder | $4,567 | $7,953-42.6% | $12,993-64.8% | $6,925-34.1% |