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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 | $18,751 | $103,393-81.9% | $87,103-78.5% | $152,909-87.7% |
| Participation rate | 37.5% | 79.4%-41.9pp | 76.9%-39.4pp | 82.5%-45.0pp |
| Annual return | 21.66% | 28.10%-6.4pp | 28.19%-6.5pp | 345.46%-323.8pp |
| Employer contribution / active EE | $743 | $3,221-76.9% | $2,521-70.5% | $4,764-84.4% |
| Participant deferral / active EE | $1,176 | $4,778-75.4% | $4,049-70.9% | $5,851-79.9% |
| Admin fee / account holder | $1,081 | $12,195-91.1% | $7,491-85.6% | $11,601-90.7% |