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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 | $19,265 | $63,433-69.6% | $63,803-69.8% | $64,097-69.9% |
| Participation rate | 21.8% | 65.0%-43.2pp | 72.7%-50.9pp | 55.2%-33.4pp |
| Annual return | 11.11% | 20.74%-9.6pp | 543.72%-532.6pp | 34.64%-23.5pp |
| Employer contribution / active EE | $631 | $2,332-72.9% | $2,532-75.1% | $1,891-66.7% |
| Participant deferral / active EE | $891 | $3,119-71.4% | $3,843-76.8% | $3,080-71.1% |
| Admin fee / account holder | $4,382 | $1,489+194.2% | $5,196-15.7% | $3,454+26.9% |