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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 | $23,628 | $98,766-76.1% | $149,730-84.2% | $79,852-70.4% |
| Participation rate | 48.3% | 75.8%-27.5pp | 82.5%-34.2pp | 69.6%-21.4pp |
| Annual return | 22.10% | 27.43%-5.3pp | 276.70%-254.6pp | 31.72%-9.6pp |
| Employer contribution / active EE | $1,116 | $3,217-65.3% | $4,645-76.0% | $2,471-54.8% |
| Participant deferral / active EE | $1,404 | $5,681-75.3% | $6,843-79.5% | $3,740-62.5% |
| Admin fee / account holder | $790 | $6,052-86.9% | $9,310-91.5% | $5,306-85.1% |