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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 | $18,593 | $59,456-68.7% | $93,681-80.2% | $74,400-75.0% |
| Participation rate | 34.3% | 59.6%-25.4pp | 68.7%-34.5pp | 67.2%-33.0pp |
| Annual return | 12.01% | 82.00%-70.0pp | 133.47%-121.5pp | 1367.51%-1355.5pp |
| Employer contribution / active EE | $711 | $1,266-43.8% | $2,422-70.6% | $2,624-72.9% |
| Participant deferral / active EE | $1,250 | $3,052-59.0% | $4,415-71.7% | $4,348-71.2% |
| Admin fee / account holder | $3,248 | $3,026+7.3% | $8,290-60.8% | $1,944+67.1% |