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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 | $19,959 | $89,364-77.7% | $141,177-85.9% | $72,983-72.7% |
| Participation rate | 33.3% | 75.1%-41.8pp | 82.5%-49.1pp | 69.5%-36.2pp |
| Annual return | 20.29% | 111.86%-91.6pp | 71.40%-51.1pp | 81.01%-60.7pp |
| Employer contribution / active EE | $665 | $3,115-78.7% | $4,736-86.0% | $2,440-72.7% |
| Participant deferral / active EE | $1,496 | $5,419-72.4% | $6,710-77.7% | $3,608-58.5% |
| Admin fee / account holder | $18,130 | $5,959+204.2% | $10,263+76.6% | $5,124+253.8% |