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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 | $20,738 | $80,781-74.3% | $102,437-79.8% | $74,478-72.2% |
| Participation rate | 25.9% | 65.7%-39.8pp | 74.5%-48.6pp | 67.2%-41.3pp |
| Annual return | 20.44% | 27.58%-7.1pp | 24.95%-4.5pp | 1370.56%-1350.1pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $3,871-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $628 | $3,862-83.7% | $5,060-87.6% | $4,350-85.6% |
| Admin fee / account holder | $2,006 | $2,372-15.4% | $8,388-76.1% | $1,946+3.1% |