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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 | $16,778 | $85,766-80.4% | $136,298-87.7% | $70,126-76.1% |
| Participation rate | 61.0% | 74.2%-13.2pp | 81.9%-20.9pp | 69.5%-8.6pp |
| Annual return | 16.62% | 31.46%-14.8pp | 5156.27%-5139.7pp | 73.15%-56.5pp |
| Employer contribution / active EE | $916 | $2,966-69.1% | $4,696-80.5% | $2,343-60.9% |
| Participant deferral / active EE | $1,462 | $5,051-71.1% | $6,247-76.6% | $3,332-56.1% |
| Admin fee / account holder | $1,170 | $5,421-78.4% | $9,244-87.3% | $4,645-74.8% |