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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 | $30,197 | $100,060-69.8% | $149,721-79.8% | $70,126-56.9% |
| Participation rate | 57.4% | 83.6%-26.1pp | 87.1%-29.6pp | 69.5%-12.1pp |
| Annual return | 18.73% | 27.46%-8.7pp | 1501.67%-1482.9pp | 73.15%-54.4pp |
| Employer contribution / active EE | $1,406 | $3,661-61.6% | $5,444-74.2% | $2,343-40.0% |
| Participant deferral / active EE | $1,780 | $4,982-64.3% | $6,568-72.9% | $3,332-46.6% |
| Admin fee / account holder | $2,956 | $8,285-64.3% | $11,282-73.8% | $4,645-36.4% |