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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 | $20,156 | $86,298-76.6% | $111,308-81.9% | $85,847-76.5% |
| Participation rate | 48.4% | 73.3%-24.9pp | 77.3%-28.9pp | 69.3%-20.9pp |
| Annual return | 12.46% | 19.99%-7.5pp | 54.67%-42.2pp | 318.61%-306.1pp |
| Employer contribution / active EE | $530 | $2,044-74.0% | $2,732-80.6% | $2,565-79.3% |
| Participant deferral / active EE | $1,166 | $3,641-68.0% | $4,487-74.0% | $3,952-70.5% |
| Admin fee / account holder | $1,566 | $8,189-80.9% | $7,965-80.3% | $6,261-75.0% |