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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 | $15,789 | $102,385-84.6% | $147,080-89.3% | $80,935-80.5% |
| Participation rate | 67.3% | 75.9%-8.5pp | 82.2%-14.8pp | 67.7%-0.3pp |
| Annual return | 17.24% | 135.09%-117.9pp | 420.17%-402.9pp | 35.66%-18.4pp |
| Employer contribution / active EE | $2,157 | $3,717-42.0% | $4,933-56.3% | $2,757-21.7% |
| Participant deferral / active EE | $1,488 | $6,651-77.6% | $8,066-81.5% | $4,299-65.4% |
| Admin fee / account holder | $509 | $7,951-93.6% | $12,989-96.1% | $6,924-92.6% |