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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 | $13,158 | $102,422-87.2% | $147,117-91.1% | $80,959-83.7% |
| Participation rate | 47.5% | 75.9%-28.4pp | 82.2%-34.7pp | 67.7%-20.2pp |
| Annual return | 13.87% | 135.16%-121.3pp | 420.54%-406.7pp | 35.67%-21.8pp |
| Employer contribution / active EE | $1,782 | $3,717-52.1% | $4,932-63.9% | $2,757-35.4% |
| Participant deferral / active EE | $2,075 | $6,652-68.8% | $8,065-74.3% | $4,300-51.7% |
| Admin fee / account holder | $2,113 | $7,953-73.4% | $12,993-83.7% | $6,925-69.5% |