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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 | $21,544 | $102,385-79.0% | $147,080-85.4% | $80,935-73.4% |
| Participation rate | 59.3% | 75.9%-16.6pp | 82.2%-22.9pp | 67.7%-8.4pp |
| Annual return | 16.19% | 135.09%-118.9pp | 420.17%-404.0pp | 35.66%-19.5pp |
| Employer contribution / active EE | $1,773 | $3,717-52.3% | $4,933-64.1% | $2,757-35.7% |
| Participant deferral / active EE | $2,255 | $6,651-66.1% | $8,066-72.0% | $4,299-47.5% |
| Admin fee / account holder | $2,308 | $7,951-71.0% | $12,989-82.2% | $6,924-66.7% |