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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 | $33,478 | $88,137-62.0% | $164,975-79.7% | $74,429-55.0% |
| Participation rate | 51.1% | 73.1%-22.0pp | 78.6%-27.5pp | 67.2%-16.1pp |
| Annual return | 13.32% | 17.13%-3.8pp | 70.12%-56.8pp | 1368.38%-1355.1pp |
| Employer contribution / active EE | $1,433 | $2,597-44.8% | $4,343-67.0% | $2,625-45.4% |
| Participant deferral / active EE | $1,942 | $4,501-56.9% | $6,033-67.8% | $4,348-55.3% |
| Admin fee / account holder | $1,654 | $2,231-25.9% | $12,688-87.0% | $1,944-14.9% |