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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 | $22,060 | $102,429-78.5% | $147,096-85.0% | $80,925-72.7% |
| Participation rate | 56.0% | 75.9%-19.9pp | 82.2%-26.2pp | 67.7%-11.7pp |
| Annual return | 15.29% | 135.02%-119.7pp | 419.75%-404.5pp | 35.65%-20.4pp |
| Employer contribution / active EE | $1,780 | $3,716-52.1% | $4,936-63.9% | $2,756-35.4% |
| Participant deferral / active EE | $2,603 | $6,649-60.9% | $8,071-67.8% | $4,299-39.5% |
| Admin fee / account holder | $4,022 | $7,957-49.4% | $13,005-69.1% | $6,940-42.0% |