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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 | $17,625 | $85,766-79.4% | $136,298-87.1% | $70,126-74.9% |
| Participation rate | 60.7% | 74.2%-13.4pp | 81.9%-21.2pp | 69.5%-8.8pp |
| Annual return | 15.69% | 31.46%-15.8pp | 5156.27%-5140.6pp | 73.15%-57.5pp |
| Employer contribution / active EE | $616 | $2,966-79.2% | $4,696-86.9% | $2,343-73.7% |
| Participant deferral / active EE | $2,030 | $5,051-59.8% | $6,247-67.5% | $3,332-39.1% |
| Admin fee / account holder | $939 | $5,421-82.7% | $9,244-89.8% | $4,645-79.8% |