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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 | $21,072 | $62,177-66.1% | $81,370-74.1% | $74,478-71.7% |
| Participation rate | 18.2% | 64.1%-45.8pp | 69.5%-51.3pp | 67.2%-49.0pp |
| Annual return | 14.24% | 16.62%-2.4pp | 24.85%-10.6pp | 1370.56%-1356.3pp |
| Employer contribution / active EE | $626 | $1,881-66.7% | $2,464-74.6% | $2,626-76.2% |
| Participant deferral / active EE | $1,020 | $3,219-68.3% | $3,885-73.8% | $4,350-76.6% |
| Admin fee / account holder | $1,483 | $1,927-23.0% | $5,749-74.2% | $1,946-23.8% |