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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 | $18,317 | $105,284-82.6% | $150,734-87.8% | $94,015-80.5% |
| Participation rate | 56.0% | 71.7%-15.7pp | 78.4%-22.4pp | 70.8%-14.8pp |
| Annual return | 22.85% | 15.67%+7.2pp | 600.81%-578.0pp | 17.84%+5.0pp |
| Employer contribution / active EE | $1,055 | $3,599-70.7% | $4,918-78.5% | $2,790-62.2% |
| Participant deferral / active EE | $1,737 | $4,274-59.4% | $5,610-69.0% | $4,249-59.1% |
| Admin fee / account holder | $617 | $9,839-93.7% | $14,905-95.9% | $8,951-93.1% |