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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 | $17,742 | $85,766-79.3% | $136,298-87.0% | $70,126-74.7% |
| Participation rate | 60.0% | 74.2%-14.2pp | 81.9%-21.9pp | 69.5%-9.5pp |
| Annual return | 20.48% | 31.46%-11.0pp | 5156.27%-5135.8pp | 73.15%-52.7pp |
| Employer contribution / active EE | $1,158 | $2,966-61.0% | $4,696-75.3% | $2,343-50.6% |
| Participant deferral / active EE | $1,301 | $5,051-74.2% | $6,247-79.2% | $3,332-61.0% |
| Admin fee / account holder | $2,848 | $5,421-47.5% | $9,244-69.2% | $4,645-38.7% |