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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 | $17,090 | $59,448-71.3% | $93,696-81.8% | $74,459-77.0% |
| Participation rate | 20.8% | 59.6%-38.8pp | 68.7%-47.9pp | 67.2%-46.4pp |
| Annual return | 17.19% | 82.11%-64.9pp | 133.74%-116.6pp | 1369.70%-1352.5pp |
| Employer contribution / active EE | $434 | $1,266-65.7% | $2,422-82.1% | $2,626-83.5% |
| Participant deferral / active EE | $819 | $3,052-73.2% | $4,417-81.5% | $4,350-81.2% |
| Admin fee / account holder | $4,417 | $3,027+45.9% | $8,287-46.7% | $1,945+127.1% |