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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 | $19,231 | $101,653-81.1% | $147,080-86.9% | $74,459-74.2% |
| Participation rate | 42.1% | 75.6%-33.5pp | 82.2%-40.1pp | 67.2%-25.2pp |
| Annual return | 14.17% | 8754.98%-8740.8pp | 420.17%-406.0pp | 1369.70%-1355.5pp |
| Employer contribution / active EE | $1,362 | $3,813-64.3% | $4,933-72.4% | $2,626-48.1% |
| Participant deferral / active EE | $2,293 | $7,304-68.6% | $8,066-71.6% | $4,350-47.3% |
| Admin fee / account holder | $1,540 | $1,752-12.1% | $12,989-88.1% | $1,945-20.8% |