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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 | $21,561 | $105,198-79.5% | $159,455-86.5% | $85,856-74.9% |
| Participation rate | 43.2% | 75.8%-32.6pp | 82.8%-39.6pp | 69.3%-26.1pp |
| Annual return | 17.15% | 45.08%-27.9pp | 263.63%-246.5pp | 318.58%-301.4pp |
| Employer contribution / active EE | $1,195 | $3,319-64.0% | $4,830-75.3% | $2,565-53.4% |
| Participant deferral / active EE | $2,234 | $5,946-62.4% | $7,353-69.6% | $3,952-43.5% |
| Admin fee / account holder | $1,392 | $6,934-79.9% | $10,800-87.1% | $6,261-77.8% |