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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 | $13,350 | $85,766-84.4% | $136,298-90.2% | $70,126-81.0% |
| Participation rate | 48.1% | 74.2%-26.1pp | 81.9%-33.9pp | 69.5%-21.5pp |
| Annual return | 18.33% | 31.46%-13.1pp | 5156.27%-5137.9pp | 73.15%-54.8pp |
| Employer contribution / active EE | $1,782 | $2,966-39.9% | $4,696-62.1% | $2,343-23.9% |
| Participant deferral / active EE | $1,478 | $5,051-70.7% | $6,247-76.3% | $3,332-55.7% |
| Admin fee / account holder | $4,381 | $5,421-19.2% | $9,244-52.6% | $4,645-5.7% |