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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 | $15,112 | $118,875-87.3% | $96,572-84.4% | $167,553-91.0% |
| Participation rate | 39.1% | 75.5%-36.4pp | 69.8%-30.7pp | 82.1%-43.0pp |
| Annual return | 15.38% | 50.50%-35.1pp | 37.79%-22.4pp | 478.89%-463.5pp |
| Employer contribution / active EE | $801 | $3,121-74.3% | $2,357-66.0% | $4,840-83.4% |
| Participant deferral / active EE | $1,142 | $4,617-75.3% | $3,850-70.3% | $6,343-82.0% |
| Admin fee / account holder | $415 | $8,070-94.9% | $6,183-93.3% | $12,316-96.6% |