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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 | $24,302 | $91,525-73.4% | $130,026-81.3% | $75,181-67.7% |
| Participation rate | 29.0% | 71.4%-42.4pp | 78.5%-49.5pp | 67.2%-38.2pp |
| Annual return | 17.86% | -631.40%+649.3pp | -137.26%+155.1pp | 160.69%-142.8pp |
| Employer contribution / active EE | $998 | $2,844-64.9% | $4,321-76.9% | $2,671-62.6% |
| Participant deferral / active EE | $1,240 | $4,342-71.4% | $5,821-78.7% | $4,126-69.9% |
| Admin fee / account holder | $2,833 | $6,778-58.2% | $10,608-73.3% | $5,650-49.8% |