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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 | $101,591-81.1% | $147,096-86.9% | $74,429-74.2% |
| Participation rate | 42.1% | 75.5%-33.5pp | 82.2%-40.1pp | 67.2%-25.2pp |
| Annual return | 14.17% | 8746.45%-8732.3pp | 419.75%-405.6pp | 1368.38%-1354.2pp |
| Employer contribution / active EE | $1,362 | $3,813-64.3% | $4,936-72.4% | $2,625-48.1% |
| Participant deferral / active EE | $2,293 | $7,302-68.6% | $8,071-71.6% | $4,348-47.3% |
| Admin fee / account holder | $1,540 | $1,750-12.0% | $13,005-88.2% | $1,944-20.8% |