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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 | $18,170 | $185,883-90.2% | $170,043-89.3% | $139,466-87.0% |
| Participation rate | 40.0% | 87.8%-47.8pp | 87.0%-47.0pp | 80.3%-40.3pp |
| Annual return | 38.73% | 60.54%-21.8pp | 53.40%-14.7pp | 373.66%-334.9pp |
| Employer contribution / active EE | $1,924 | $7,596-74.7% | $6,790-71.7% | $4,754-59.5% |
| Participant deferral / active EE | $843 | $11,626-92.8% | $10,410-91.9% | $6,712-87.4% |
| Admin fee / account holder | $4,379 | $15,393-71.6% | $12,824-65.9% | $11,409-61.6% |