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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 | $24,658 | $102,422-75.9% | $147,117-83.2% | $80,959-69.5% |
| Participation rate | 39.1% | 75.9%-36.7pp | 82.2%-43.1pp | 67.7%-28.5pp |
| Annual return | 13.76% | 135.16%-121.4pp | 420.54%-406.8pp | 35.67%-21.9pp |
| Employer contribution / active EE | $1,527 | $3,717-58.9% | $4,932-69.0% | $2,757-44.6% |
| Participant deferral / active EE | $2,553 | $6,652-61.6% | $8,065-68.3% | $4,300-40.6% |
| Admin fee / account holder | $2,995 | $7,953-62.3% | $12,993-76.9% | $6,925-56.8% |