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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 | $15,391 | $102,422-85.0% | $147,117-89.5% | $80,959-81.0% |
| Participation rate | 48.8% | 75.9%-27.1pp | 82.2%-33.4pp | 67.7%-18.9pp |
| Annual return | 14.83% | 135.16%-120.3pp | 420.54%-405.7pp | 35.67%-20.8pp |
| Employer contribution / active EE | $1,189 | $3,717-68.0% | $4,932-75.9% | $2,757-56.9% |
| Participant deferral / active EE | $2,105 | $6,652-68.4% | $8,065-73.9% | $4,300-51.1% |
| Admin fee / account holder | $1,298 | $7,953-83.7% | $12,993-90.0% | $6,925-81.3% |