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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 | $26,509 | $101,653-73.9% | $147,080-82.0% | $74,459-64.4% |
| Participation rate | 36.1% | 75.6%-39.5pp | 82.2%-46.1pp | 67.2%-31.1pp |
| Annual return | 15.40% | 8754.98%-8739.6pp | 420.17%-404.8pp | 1369.70%-1354.3pp |
| Employer contribution / active EE | $1,409 | $3,813-63.0% | $4,933-71.4% | $2,626-46.3% |
| Participant deferral / active EE | $2,752 | $7,304-62.3% | $8,066-65.9% | $4,350-36.7% |
| Admin fee / account holder | $4,122 | $1,752+135.3% | $12,989-68.3% | $1,945+112.0% |