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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 | $27,377 | $101,653-73.1% | $147,080-81.4% | $74,459-63.2% |
| Participation rate | 50.5% | 75.6%-25.1pp | 82.2%-31.7pp | 67.2%-16.7pp |
| Annual return | 13.46% | 8754.98%-8741.5pp | 420.17%-406.7pp | 1369.70%-1356.2pp |
| Employer contribution / active EE | $1,408 | $3,813-63.1% | $4,933-71.5% | $2,626-46.4% |
| Participant deferral / active EE | $2,312 | $7,304-68.3% | $8,066-71.3% | $4,350-46.8% |
| Admin fee / account holder | $2,642 | $1,752+50.8% | $12,989-79.7% | $1,945+35.8% |