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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 | $24,108 | $98,776-75.6% | $149,745-83.9% | $79,856-69.8% |
| Participation rate | 50.0% | 75.8%-25.8pp | 82.5%-32.5pp | 69.6%-19.6pp |
| Annual return | 13.31% | 27.38%-14.1pp | 276.72%-263.4pp | 31.71%-18.4pp |
| Employer contribution / active EE | $619 | $3,217-80.8% | $4,646-86.7% | $2,471-75.0% |
| Participant deferral / active EE | $853 | $5,681-85.0% | $6,843-87.5% | $3,741-77.2% |
| Admin fee / account holder | $3,065 | $6,053-49.4% | $9,312-67.1% | $5,306-42.2% |