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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 | $18,853 | $102,429-81.6% | $147,096-87.2% | $80,925-76.7% |
| Participation rate | 52.8% | 75.9%-23.0pp | 82.2%-29.3pp | 67.7%-14.8pp |
| Annual return | 14.86% | 135.02%-120.2pp | 419.75%-404.9pp | 35.65%-20.8pp |
| Employer contribution / active EE | $1,367 | $3,716-63.2% | $4,936-72.3% | $2,756-50.4% |
| Participant deferral / active EE | $2,221 | $6,649-66.6% | $8,071-72.5% | $4,299-48.3% |
| Admin fee / account holder | $334 | $7,957-95.8% | $13,005-97.4% | $6,940-95.2% |