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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 | $18,446 | $102,422-82.0% | $147,117-87.5% | $80,959-77.2% |
| Participation rate | 60.0% | 75.9%-15.9pp | 82.2%-22.2pp | 67.7%-7.7pp |
| Annual return | 16.13% | 135.16%-119.0pp | 420.54%-404.4pp | 35.67%-19.5pp |
| Employer contribution / active EE | $1,479 | $3,717-60.2% | $4,932-70.0% | $2,757-46.3% |
| Participant deferral / active EE | $2,292 | $6,652-65.5% | $8,065-71.6% | $4,300-46.7% |
| Admin fee / account holder | $3,608 | $7,953-54.6% | $12,993-72.2% | $6,925-47.9% |