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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 | $23,108 | $105,210-78.0% | $159,487-85.5% | $85,851-73.1% |
| Participation rate | 28.0% | 75.8%-47.8pp | 82.8%-54.8pp | 69.3%-41.3pp |
| Annual return | 15.41% | 45.08%-29.7pp | 263.71%-248.3pp | 318.63%-303.2pp |
| Employer contribution / active EE | $1,168 | $3,319-64.8% | $4,831-75.8% | $2,565-54.5% |
| Participant deferral / active EE | $2,242 | $5,946-62.3% | $7,354-69.5% | $3,952-43.3% |
| Admin fee / account holder | $2,126 | $6,934-69.3% | $10,804-80.3% | $6,261-66.0% |