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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 | $17,379 | $102,429-83.0% | $147,096-88.2% | $80,925-78.5% |
| Participation rate | 60.6% | 75.9%-15.3pp | 82.2%-21.6pp | 67.7%-7.1pp |
| Annual return | 17.79% | 135.02%-117.2pp | 419.75%-402.0pp | 35.65%-17.9pp |
| Employer contribution / active EE | $1,110 | $3,716-70.1% | $4,936-77.5% | $2,756-59.7% |
| Participant deferral / active EE | $2,303 | $6,649-65.4% | $8,071-71.5% | $4,299-46.4% |
| Admin fee / account holder | $1,404 | $7,957-82.3% | $13,005-89.2% | $6,940-79.8% |