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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 | $25,448 | $93,345-72.7% | $119,126-78.6% | $87,485-70.9% |
| Participation rate | 35.0% | 68.7%-33.7pp | 75.8%-40.8pp | 68.9%-33.9pp |
| Annual return | 16.44% | 19.08%-2.6pp | 282.11%-265.7pp | 26.06%-9.6pp |
| Employer contribution / active EE | $1,001 | $3,172-68.4% | $4,034-75.2% | $2,596-61.4% |
| Participant deferral / active EE | $1,141 | $4,099-72.2% | $5,318-78.5% | $4,274-73.3% |
| Admin fee / account holder | $2,768 | $8,039-65.6% | $10,693-74.1% | $7,775-64.4% |