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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 | $18,741 | $89,259-79.0% | $107,187-82.5% | $82,637-77.3% |
| Participation rate | 48.5% | 67.9%-19.4pp | 75.0%-26.5pp | 68.1%-19.6pp |
| Annual return | 17.89% | 21.02%-3.1pp | 204.55%-186.7pp | 53.51%-35.6pp |
| Employer contribution / active EE | $841 | $3,080-72.7% | $3,782-77.8% | $2,552-67.0% |
| Participant deferral / active EE | $1,567 | $4,037-61.2% | $5,096-69.2% | $4,126-62.0% |
| Admin fee / account holder | $973 | $7,381-86.8% | $9,162-89.4% | $7,339-86.7% |