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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 | $20,831 | $112,121-81.4% | $95,960-78.3% | $158,966-86.9% |
| Participation rate | 50.0% | 79.0%-29.0pp | 77.1%-27.1pp | 82.0%-32.0pp |
| Annual return | 14.37% | 171.16%-156.8pp | 91.63%-77.3pp | 302.95%-288.6pp |
| Employer contribution / active EE | $713 | $3,199-77.7% | $2,541-72.0% | $4,762-85.0% |
| Participant deferral / active EE | $796 | $4,784-83.4% | $4,167-80.9% | $5,983-86.7% |
| Admin fee / account holder | $1,144 | $10,135-88.7% | $6,797-83.2% | $11,250-89.8% |