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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 | $20,272 | $102,422-80.2% | $147,117-86.2% | $80,959-75.0% |
| Participation rate | 67.1% | 75.9%-8.8pp | 82.2%-15.1pp | 67.7%-0.6pp |
| Annual return | 14.66% | 135.16%-120.5pp | 420.54%-405.9pp | 35.67%-21.0pp |
| Employer contribution / active EE | $3,016 | $3,717-18.9% | $4,932-38.9% | $2,757+9.4% |
| Participant deferral / active EE | $1,586 | $6,652-76.2% | $8,065-80.3% | $4,300-63.1% |
| Admin fee / account holder | $2,785 | $7,953-65.0% | $12,993-78.6% | $6,925-59.8% |