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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 | $23,718 | $79,209-70.1% | $102,434-76.8% | $74,459-68.1% |
| Participation rate | 61.5% | 74.8%-13.2pp | 76.5%-15.0pp | 67.2%-5.7pp |
| Annual return | 13.76% | 54.98%-41.2pp | 29.46%-15.7pp | 1369.70%-1355.9pp |
| Employer contribution / active EE | $873 | $2,362-63.0% | $3,023-71.1% | $2,626-66.8% |
| Participant deferral / active EE | $1,974 | $4,417-55.3% | $5,055-60.9% | $4,350-54.6% |
| Admin fee / account holder | $3,293 | $2,002+64.5% | $9,462-65.2% | $1,945+69.3% |