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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 | $30,919 | $100,060-69.1% | $149,721-79.3% | $70,126-55.9% |
| Participation rate | 34.4% | 83.6%-49.2pp | 87.1%-52.7pp | 69.5%-35.2pp |
| Annual return | 14.52% | 27.46%-12.9pp | 1501.67%-1487.2pp | 73.15%-58.6pp |
| Employer contribution / active EE | $1,275 | $3,661-65.2% | $5,444-76.6% | $2,343-45.6% |
| Participant deferral / active EE | $2,133 | $4,982-57.2% | $6,568-67.5% | $3,332-36.0% |
| Admin fee / account holder | $1,221 | $8,285-85.3% | $11,282-89.2% | $4,645-73.7% |