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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 | $64,705-70.2% | $62,929-69.4% | $67,986-71.7% |
| Participation rate | 21.8% | 65.6%-43.8pp | 73.1%-51.3pp | 57.2%-35.4pp |
| Annual return | 11.11% | 20.31%-9.2pp | 1063.93%-1052.8pp | 31.67%-20.6pp |
| Employer contribution / active EE | $631 | $2,376-73.5% | $2,505-74.8% | $2,019-68.8% |
| Participant deferral / active EE | $891 | $3,198-72.2% | $3,888-77.1% | $3,358-73.5% |
| Admin fee / account holder | $4,382 | $1,428+206.9% | $5,065-13.5% | $3,203+36.8% |